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Stiles Financial Services’s Jack Henry & Associates JKHY Stock Holding History

Stiles Financial Services’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
2025
Q4 		– Sell
-1,380
Closed -$206K – 178
2025
Q3 		$206K Sell
1,380
-258
-16% -$42.8K 0.06% 175
2025
Q2 		$295K Sell
1,638
-161
-9% -$28.6K 0.1% 146
2025
Q1 		$328K Sell
1,799
-1,629
-48% -$284K 0.13% 132
2024
Q4 		$601K Sell
3,428
-75
-2% -$13.4K 0.22% 107
2024
Q3 		$619K Sell
3,503
-13
-0.4% -$2.2K 0.22% 97
2024
Q2 		$584K Sell
3,516
-174
-5% -$28.9K 0.22% 95
2024
Q1 		$641K Sell
3,690
-298
-7% -$50.7K 0.26% 92
2023
Q4 		$652K Sell
3,988
-592
-13% -$90.7K 0.3% 89
2023
Q3 		$692K Sell
4,580
-22
-0.5% -$3.55K 0.36% 84
2023
Q2 		$770K Buy
4,602
+53
+1% +$8.25K 0.38% 75
2023
Q1 		$686K Buy
4,549
+416
+10% +$69.4K 0.37% 82
2022
Q4 		$726K Buy
4,133
+8
+0.2% +$1.48K 0.41% 69
2022
Q3 		$752K Buy
4,125
+258
+7% +$50.6K 0.46% 63
2022
Q2 		$696K Buy
3,867
+32
+0.8% +$5.99K 0.42% 70
2022
Q1 		$756K Sell
3,835
-95
-2% -$16.6K 0.38% 74
2021
Q4 		$656K Buy
+3,930
New +$636K 0.32% 89

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stiles Financial Services's JKHY Position: Q4 2025 in Review

Stiles Financial Services sold out of Jack Henry & Associates (JKHY) in Q4 2025, closing a stake of 1,380 shares — an estimated $206K sold.

Stiles Financial Services first reported a position in JKHY in Q4 2021 and held it in 16 quarters. The position peaked at $770K in Q2 2023. 785 funds tracked by Wall St. Rank hold JKHY as of Q4 2025.

  • Stiles Financial Services reported no remaining Jack Henry & Associates position as of Q4 2025 after selling out during the quarter.
  • Stiles Financial Services sold 1,380 Jack Henry & Associates shares in Q4 2025, an estimated $206K.
  • Stiles Financial Services first reported a position in Jack Henry & Associates in Q4 2021 and held it in 16 quarters.
  • Stiles Financial Services's Jack Henry & Associates position peaked at $770K in Q2 2023.
  • 785 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2025.

Based on Stiles Financial Services's 13F filing for Q4 2025, filed 3 Feb 2026.