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Valued Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

Valued Wealth Advisors’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
-8
Closed -$1.19K – 648
2025
Q3 		$1.19K Hold
8
– – ﹤0.01% 437
2025
Q2 		$1.44K Hold
8
– – ﹤0.01% 409
2025
Q1 		$1.46K Hold
8
– – ﹤0.01% 440
2024
Q4 		$1.4K Hold
8
– – ﹤0.01% 434
2024
Q3 		$1.41K Hold
8
– – ﹤0.01% 408
2024
Q2 		$1.33K Hold
8
– – ﹤0.01% 414
2024
Q1 		$1.39K Hold
8
– – ﹤0.01% 408
2023
Q4 		$1.21K Buy
+8
New +$1.23K ﹤0.01% 365

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valued Wealth Advisors's JKHY Position: Q4 2025 in Review

Valued Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q4 2025, closing a stake of 8 shares — an estimated $1.19K sold.

Valued Wealth Advisors first reported a position in JKHY in Q4 2023 and held it in 8 quarters. The position peaked at $1.46K in Q1 2025. 785 funds tracked by Wall St. Rank hold JKHY as of Q4 2025.

  • Valued Wealth Advisors reported no remaining Jack Henry & Associates position as of Q4 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 8 Jack Henry & Associates shares in Q4 2025, an estimated $1.19K.
  • Valued Wealth Advisors first reported a position in Jack Henry & Associates in Q4 2023 and held it in 8 quarters.
  • Valued Wealth Advisors's Jack Henry & Associates position peaked at $1.46K in Q1 2025.
  • 785 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2025.

Based on Valued Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.