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

Trueblood 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
-1,233
Closed -$225K – 261
2025
Q4 		$225K Buy
+1,233
New +$205K 0.09% 233
2025
Q3 		– Sell
-1,406
Closed -$253K – 256
2025
Q2 		$253K Buy
1,406
+80
+6% +$14.2K 0.11% 215
2025
Q1 		$242K Sell
1,326
-1
-0.1% -$175 0.11% 207
2024
Q4 		$233K Sell
1,327
-34
-2% -$6.08K 0.11% 210
2024
Q3 		$240K Sell
1,361
-85
-6% -$14.4K 0.12% 198
2024
Q2 		$240K Sell
1,446
-22
-1% -$3.65K 0.14% 195
2024
Q1 		$255K Sell
1,468
-24
-2% -$4.08K 0.15% 181
2023
Q4 		$244K Buy
+1,492
New +$228K 0.15% 175

Other funds holding JKHY

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
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
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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Trueblood Wealth Management sold out of Jack Henry & Associates (JKHY) in Q1 2026, closing a stake of 1,233 shares — an estimated $225K sold.

Trueblood Wealth Management first reported a position in JKHY in Q4 2023 and held it in 8 quarters. The position peaked at $255K in Q1 2024. 772 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Trueblood Wealth Management reported no remaining Jack Henry & Associates position as of Q1 2026 after selling out during the quarter.
  • Trueblood Wealth Management sold 1,233 Jack Henry & Associates shares in Q1 2026, an estimated $225K.
  • Trueblood Wealth Management first reported a position in Jack Henry & Associates in Q4 2023 and held it in 8 quarters.
  • Trueblood Wealth Management's Jack Henry & Associates position peaked at $255K in Q1 2024.
  • 772 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Trueblood Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.