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VisionPoint Advisory Group’s Jack Henry & Associates JKHY Stock Holding History

VisionPoint Advisory Group’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
Q1 		– Sell
-622
Closed -$108K – 260
2024
Q4 		$108K Sell
622
-11
-2% -$1.97K 0.04% 228
2024
Q3 		$112K Buy
633
+130
+26% +$22K 0.04% 216
2024
Q2 		$83.5K Buy
503
+86
+21% +$14.3K 0.03% 224
2024
Q1 		$72.4K Buy
417
+150
+56% +$25.5K 0.03% 237
2023
Q4 		$43.6K Buy
+267
New +$40.9K 0.02% 257

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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 $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VisionPoint Advisory Group's JKHY Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Jack Henry & Associates (JKHY) in Q1 2025, closing a stake of 622 shares — an estimated $108K sold.

VisionPoint Advisory Group first reported a position in JKHY in Q4 2023 and held it in 5 quarters. The position peaked at $112K in Q3 2024. 715 funds tracked by Wall St. Rank hold JKHY as of Q1 2025.

  • VisionPoint Advisory Group reported no remaining Jack Henry & Associates position as of Q1 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 622 Jack Henry & Associates shares in Q1 2025, an estimated $108K.
  • VisionPoint Advisory Group first reported a position in Jack Henry & Associates in Q4 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Jack Henry & Associates position peaked at $112K in Q3 2024.
  • 715 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.