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Wealth Alliance’s Jack Henry & Associates JKHY Stock Holding History

Wealth Alliance’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 		$257K Sell
1,869
-714
-28% -$101K 0.02% 491
2026
Q1 		$408K Buy
2,583
+63
+3% +$10.8K 0.04% 346
2025
Q4 		$460K Buy
2,520
+196
+8% +$32.7K 0.05% 317
2025
Q3 		$346K Sell
2,324
-196
-8% -$32.5K 0.04% 380
2025
Q2 		$454K Sell
2,520
-10
-0.4% -$1.78K 0.05% 311
2025
Q1 		$462K Sell
2,530
-33
-1% -$5.76K 0.06% 291
2024
Q4 		$449K Buy
2,563
+3
+0.1% +$536 0.05% 281
2024
Q3 		$452K Buy
2,560
+79
+3% +$13.4K 0.05% 285
2024
Q2 		$412K Sell
2,481
-18
-0.7% -$2.99K 0.05% 298
2024
Q1 		$434K Buy
2,499
+11
+0.4% +$1.87K 0.06% 302
2023
Q4 		$406K Sell
2,488
-61
-2% -$9.34K 0.06% 299
2023
Q3 		$385K Sell
2,549
-128
-5% -$20.7K 0.06% 282
2023
Q2 		$448K Buy
2,677
+222
+9% +$34.6K 0.07% 267
2023
Q1 		$370K Buy
2,455
+441
+22% +$73.6K 0.06% 303
2022
Q4 		$354K Sell
2,014
-22
-1% -$4.06K 0.06% 302
2022
Q3 		$371K Hold
2,036
– – 0.07% 273
2022
Q2 		$366K Buy
2,036
+54
+3% +$10.1K 0.07% 272
2022
Q1 		$390K Buy
1,982
+275
+16% +$48.1K 0.08% 271
2021
Q4 		$285K Sell
1,707
-63
-4% -$10.2K 0.06% 344
2021
Q3 		$290K Buy
1,770
+2
+0.1% +$344 0.07% 321
2021
Q2 		$289K Sell
1,768
-24
-1% -$3.83K 0.07% 332
2021
Q1 		$272K Sell
1,792
-85
-5% -$13K 0.08% 317
2020
Q4 		$304K Buy
1,877
+11
+0.6% +$1.75K 0.09% 278
2020
Q3 		$303K Sell
1,866
-18
-1% -$3.13K 0.11% 233
2020
Q2 		$347K Buy
1,884
+161
+9% +$28.1K 0.14% 193
2020
Q1 		$267K Buy
+1,723
New +$268K 0.14% 177

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

Wealth Alliance's JKHY Position: Q2 2026 in Review

Wealth Alliance reduced its Jack Henry & Associates (JKHY) stake by 28% in Q2 2026, selling an estimated $101K and leaving 1,869 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #491.

Wealth Alliance first reported a position in JKHY in Q1 2020 and has held it in 26 quarters since. The position peaked at $462K in Q1 2025. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Wealth Alliance held 1,869 shares of Jack Henry & Associates worth $257K as of Q2 2026.
  • Wealth Alliance sold 714 Jack Henry & Associates shares in Q2 2026, an estimated $101K.
  • Jack Henry & Associates made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #491 holding.
  • Wealth Alliance first reported a position in Jack Henry & Associates in Q1 2020 and has held it in 26 quarters since.
  • Wealth Alliance's Jack Henry & Associates position peaked at $462K in Q1 2025.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.