VWA
JKHY icon

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 $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $653B AUM 32.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return