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True Wealth Design’s Jack Henry & Associates JKHY Stock Holding History

True Wealth Design’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
Q2 		$37.1K Buy
269
+85
+46% +$12.1K 0.01% 598
2026
Q1 		$29.1K Buy
184
+97
+111% +$16.6K 0.01% 568
2025
Q4 		$15.9K Buy
87
+57
+190% +$9.5K ﹤0.01% 681
2025
Q3 		$4.47K Buy
30
+27
+900% +$4.48K ﹤0.01% 1121
2025
Q2 		$541 Buy
3
+2
+200% +$355 ﹤0.01% 1711
2025
Q1 		$183 Buy
+1
New +$175 ﹤0.01% 1991
2023
Q1 		– Sell
-2
Closed -$351 – 882
2022
Q4 		$351 Buy
+2
New +$369 ﹤0.01% 548

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

True Wealth Design's JKHY Position: Q2 2026 in Review

True Wealth Design increased its Jack Henry & Associates (JKHY) stake by 46% in Q2 2026, buying an estimated $12.1K and bringing the position to 269 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #598.

True Wealth Design first reported a position in JKHY in Q4 2022 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • True Wealth Design held 269 shares of Jack Henry & Associates worth $37.1K as of Q2 2026.
  • True Wealth Design bought 85 Jack Henry & Associates shares in Q2 2026, an estimated $12.1K.
  • Jack Henry & Associates made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #598 holding.
  • True Wealth Design first reported a position in Jack Henry & Associates in Q4 2022 and has held it in 7 quarters since.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.