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 Q3	$250K	Buy	+1,743	New	+$271K	0.03%	224
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

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Thrive Wealth Management's JKHY Position: Q3 2026 in Review

Thrive Wealth Management opened a new position in Jack Henry & Associates (JKHY) in Q3 2026: 1,743 shares worth $250K. The stake represents 0.03% of the portfolio and ranks #224 among its holdings. This is a return to the name: Thrive Wealth Management previously reported a position in JKHY as recently as Q4 2025.

Thrive Wealth Management first reported a position in JKHY in Q2 2023 and has held it in 11 quarters since. The position peaked at $307K in Q4 2025. 155 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

Thrive Wealth Management held 1,743 shares of Jack Henry & Associates worth $250K as of Q3 2026.
Jack Henry & Associates was a new Thrive Wealth Management position in Q3 2026.
Jack Henry & Associates made up 0.03% of Thrive Wealth Management's portfolio in Q3 2026, its #224 holding.
Thrive Wealth Management first reported a position in Jack Henry & Associates in Q2 2023 and has held it in 11 quarters since.
Thrive Wealth Management's Jack Henry & Associates position peaked at $307K in Q4 2025.
155 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.