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Wealthspire Advisors (New York)’s Jack Henry & Associates JKHY Stock Holding History

Wealthspire Advisors (New York)’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
-121
Closed -$18K – 1989
2025
Q3 		$18K Buy
+121
New +$20.1K ﹤0.01% 1728
2019
Q1 		– Sell
-23
Closed -$3K – 434
2018
Q4 		$3K Buy
+23
New +$3.27K ﹤0.01% 717

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 $34B AUM 6.31% 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 $1.66T 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 $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (New York)'s JKHY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Jack Henry & Associates (JKHY) in Q4 2025, closing a stake of 121 shares — an estimated $18K sold.

Wealthspire Advisors (New York) first reported a position in JKHY in Q4 2018 and held it in 2 quarters. The position peaked at $18K in Q3 2025. 785 funds tracked by Wall St. Rank hold JKHY as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Jack Henry & Associates position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 121 Jack Henry & Associates shares in Q4 2025, an estimated $18K.
  • Wealthspire Advisors (New York) first reported a position in Jack Henry & Associates in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Jack Henry & Associates position peaked at $18K in Q3 2025.
  • 785 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.