Stegent Equity Advisors’s Jack Henry & Associates JKHY Stock Holding History

Stegent Equity Advisors’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 Q1	–	Sell	-2,133	Closed	-$389K	–	115
2025 Q4	$389K	Buy	+2,133	New	+$355K	0.3%	79
2025 Q1	–	Sell	-3,077	Closed	-$539K	–	100
2024 Q4	$539K	Sell	3,077 -120	-4%	-$21.4K	0.55%	50
2024 Q3	$564K	Sell	3,197 -426	-12%	-$72.1K	0.62%	44
2024 Q2	$601K	Buy	3,623 +1,595	+79%	+$265K	0.63%	41
2024 Q1	$352K	Buy	+2,028	New	+$345K	0.36%	58

Other funds holding JKHY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Stegent Equity Advisors's JKHY Position: Q1 2026 in Review

Stegent Equity Advisors sold out of Jack Henry & Associates (JKHY) in Q1 2026, closing a stake of 2,133 shares — an estimated $389K sold.

Stegent Equity Advisors first reported a position in JKHY in Q1 2024 and held it in 5 quarters. The position peaked at $601K in Q2 2024. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

Stegent Equity Advisors reported no remaining Jack Henry & Associates position as of Q1 2026 after selling out during the quarter.
Stegent Equity Advisors sold 2,133 Jack Henry & Associates shares in Q1 2026, an estimated $389K.
Stegent Equity Advisors first reported a position in Jack Henry & Associates in Q1 2024 and held it in 5 quarters.
Stegent Equity Advisors's Jack Henry & Associates position peaked at $601K in Q2 2024.
768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.