Spire Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Spire Wealth Management’s Portfolio JKHY Stock Details JKHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.2K	Sell	401 -13	-3%	-$1.84K	﹤0.01%	1157
2026 Q1	$65.4K	Buy	414 +1	+0.2%	+$171	﹤0.01%	1095
2025 Q4	$75.4K	Sell	413 -23	-5%	-$3.83K	﹤0.01%	1065
2025 Q3	$64.9K	Sell	436 -5	-1%	-$830	﹤0.01%	1150
2025 Q2	$79.5K	Hold	441	–	–	﹤0.01%	1056
2025 Q1	$80.5K	Sell	441 -8	-2%	-$1.4K	﹤0.01%	1119
2024 Q4	$78.7K	Buy	+449	New	+$80.2K	﹤0.01%	1124
2022 Q4	–	Sell	-53	Closed	-$10K	–	2360
2022 Q3	$10K	Buy	+53	New	+$10.4K	﹤0.01%	1569
2022 Q2	–	Sell	-446	Closed	-$88K	–	2755
2022 Q1	$88K	Sell	446 -361	-45%	-$63.1K	﹤0.01%	1208
2021 Q4	$135K	Buy	807 +339	+72%	+$54.9K	﹤0.01%	1279
2021 Q3	$77K	Buy	468 +21	+5%	+$3.61K	﹤0.01%	1297
2021 Q2	$73K	Sell	447 -319	-42%	-$51K	﹤0.01%	1325
2021 Q1	$117K	Buy	+766	New	+$117K	﹤0.01%	1331

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spire Wealth Management's JKHY Position: Q2 2026 in Review

Spire Wealth Management reduced its Jack Henry & Associates (JKHY) stake by 3.1% in Q2 2026, selling an estimated $1.84K and leaving 401 shares worth $55.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Spire Wealth Management first reported a position in JKHY in Q1 2021 and has held it in 13 quarters since. The position peaked at $135K in Q4 2021. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

Spire Wealth Management held 401 shares of Jack Henry & Associates worth $55.2K as of Q2 2026.
Spire Wealth Management sold 13 Jack Henry & Associates shares in Q2 2026, an estimated $1.84K.
Jack Henry & Associates made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1157 holding.
Spire Wealth Management first reported a position in Jack Henry & Associates in Q1 2021 and has held it in 13 quarters since.
Spire Wealth Management's Jack Henry & Associates position peaked at $135K in Q4 2021.
710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.