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

Thrive 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
Q1 		– Sell
-1,680
Closed -$307K – 247
2025
Q4 		$307K Buy
1,680
+289
+21% +$48.1K 0.05% 175
2025
Q3 		$207K Sell
1,391
-263
-16% -$43.7K 0.03% 227
2025
Q2 		$298K Buy
1,654
+45
+3% +$7.99K 0.05% 176
2025
Q1 		$294K Buy
1,609
+48
+3% +$8.38K 0.06% 165
2024
Q4 		$274K Sell
1,561
-56
-3% -$10K 0.05% 164
2024
Q3 		$286K Hold
1,617
– – 0.05% 171
2024
Q2 		$269K Buy
1,617
+148
+10% +$24.6K 0.05% 175
2024
Q1 		$255K Buy
1,469
+217
+17% +$36.9K 0.05% 178
2023
Q4 		$205K Buy
+1,252
New +$192K 0.05% 187
2023
Q3 		– Sell
-1,333
Closed -$223K – 177
2023
Q2 		$223K Buy
+1,333
New +$207K 0.06% 165

Other funds holding JKHY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Thrive Wealth Management's JKHY Position: Q1 2026 in Review

Thrive Wealth Management sold out of Jack Henry & Associates (JKHY) in Q1 2026, closing a stake of 1,680 shares — an estimated $307K sold.

Thrive Wealth Management first reported a position in JKHY in Q2 2023 and held it in 10 quarters. The position peaked at $307K in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Thrive Wealth Management reported no remaining Jack Henry & Associates position as of Q1 2026 after selling out during the quarter.
  • Thrive Wealth Management sold 1,680 Jack Henry & Associates shares in Q1 2026, an estimated $307K.
  • Thrive Wealth Management first reported a position in Jack Henry & Associates in Q2 2023 and held it in 10 quarters.
  • Thrive Wealth Management's Jack Henry & Associates position peaked at $307K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Thrive Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.