TritonPoint Wealth’s Jack Henry & Associates JKHY Stock Holding History

TritonPoint Wealth’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	-1,351	Closed	-$201K	–	316
2025 Q3	$201K	Sell	1,351 -3	-0.2%	-$498	0.02%	345
2025 Q2	$244K	Sell	1,354 -31	-2%	-$5.5K	0.02%	311
2025 Q1	$253K	Sell	1,385 -35	-2%	-$6.11K	0.02%	308
2024 Q4	$249K	Buy	1,420 +190	+15%	+$34K	0.02%	295
2024 Q3	$216K	Sell	1,230 -374	-23%	-$63.3K	0.02%	314
2024 Q2	$266K	Sell	1,604 -718	-31%	-$119K	0.03%	267
2024 Q1	$430K	Sell	2,322 -349	-13%	-$59.4K	0.04%	217
2023 Q4	$436K	Buy	+2,671	New	+$409K	0.04%	229

Other funds holding JKHY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TritonPoint Wealth's JKHY Position: Q4 2025 in Review

TritonPoint Wealth sold out of Jack Henry & Associates (JKHY) in Q4 2025, closing a stake of 1,351 shares — an estimated $201K sold.

TritonPoint Wealth first reported a position in JKHY in Q4 2023 and held it in 8 quarters. The position peaked at $436K in Q4 2023. 784 funds tracked by Wall St. Rank hold JKHY as of Q4 2025.

TritonPoint Wealth reported no remaining Jack Henry & Associates position as of Q4 2025 after selling out during the quarter.
TritonPoint Wealth sold 1,351 Jack Henry & Associates shares in Q4 2025, an estimated $201K.
TritonPoint Wealth first reported a position in Jack Henry & Associates in Q4 2023 and held it in 8 quarters.
TritonPoint Wealth's Jack Henry & Associates position peaked at $436K in Q4 2023.
784 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.