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Wedmont Private Capital’s Jack Henry & Associates JKHY Stock Holding History

Wedmont Private Capital’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
Q3 		– Sell
-1,269
Closed -$228K – 806
2025
Q2 		$228K Buy
1,269
+54
+4% +$9.59K 0.01% 680
2025
Q1 		$210K Sell
1,215
-24
-2% -$4.19K 0.01% 642
2024
Q4 		$213K Buy
1,239
+83
+7% +$14.8K 0.01% 649
2024
Q3 		$208K Buy
+1,156
New +$196K 0.01% 623
2022
Q4 		– Sell
-2,035
Closed -$371K – 459
2022
Q3 		$371K Buy
+2,035
New +$399K 0.07% 208

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 $32.2B AUM 10.98% 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 $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.26T AUM 61.52% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wedmont Private Capital's JKHY Position: Q3 2025 in Review

Wedmont Private Capital sold out of Jack Henry & Associates (JKHY) in Q3 2025, closing a stake of 1,269 shares — an estimated $228K sold.

Wedmont Private Capital first reported a position in JKHY in Q3 2022 and held it in 5 quarters. The position peaked at $371K in Q3 2022. 735 funds tracked by Wall St. Rank hold JKHY as of Q3 2025.

  • Wedmont Private Capital reported no remaining Jack Henry & Associates position as of Q3 2025 after selling out during the quarter.
  • Wedmont Private Capital sold 1,269 Jack Henry & Associates shares in Q3 2025, an estimated $228K.
  • Wedmont Private Capital first reported a position in Jack Henry & Associates in Q3 2022 and held it in 5 quarters.
  • Wedmont Private Capital's Jack Henry & Associates position peaked at $371K in Q3 2022.
  • 735 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2025.

Based on Wedmont Private Capital's 13F filing for Q3 2025, filed 8 Oct 2025.