WA
JKHY icon

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
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

BlackRock
BlackRock New York $5.72T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wealth Alliance's JKHY Position: Q1 2026 in Review

Wealth Alliance increased its Jack Henry & Associates (JKHY) stake by 2.5% in Q1 2026, buying an estimated $10.8K and bringing the position to 2,583 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #346.

Wealth Alliance first reported a position in JKHY in Q1 2020 and has held it in 25 quarters since. The position peaked at $462K in Q1 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Wealth Alliance held 2,583 shares of Jack Henry & Associates worth $408K as of Q1 2026.
  • Wealth Alliance bought 63 Jack Henry & Associates shares in Q1 2026, an estimated $10.8K.
  • Jack Henry & Associates made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #346 holding.
  • Wealth Alliance first reported a position in Jack Henry & Associates in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Jack Henry & Associates position peaked at $462K in Q1 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.