West Coast Financial’s Jack Henry & Associates JKHY Stock Holding History

West Coast Financial’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 Q2	–	Sell	-45,678	Closed	-$8.34M	–	80
2025 Q1	$8.34M	Sell	45,678 -2,056	-4%	-$359K	0.95%	29
2024 Q4	$8.37M	Buy	47,734 +788	+2%	+$141K	0.92%	37
2024 Q3	$8.29M	Buy	46,946 +105	+0.2%	+$17.8K	0.91%	37
2024 Q2	$7.78M	Sell	46,841 -50	-0.1%	-$8.3K	0.92%	34
2024 Q1	$8.15M	Sell	46,891 -19	-0%	-$3.23K	0.99%	35
2023 Q4	$7.67M	Buy	46,910 +5,193	+12%	+$795K	1.01%	35
2023 Q3	$6.31M	Buy	41,717 +1,087	+3%	+$175K	0.94%	38
2023 Q2	$6.8M	Buy	+40,630	New	+$6.32M	0.96%	32

Other funds holding JKHY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

West Coast Financial's JKHY Position: Q2 2025 in Review

West Coast Financial sold out of Jack Henry & Associates (JKHY) in Q2 2025, closing a stake of 45,678 shares — an estimated $8.34M sold.

West Coast Financial first reported a position in JKHY in Q2 2023 and held it in 8 quarters. The position peaked at $8.37M in Q4 2024. 714 funds tracked by Wall St. Rank hold JKHY as of Q2 2025.

West Coast Financial reported no remaining Jack Henry & Associates position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 45,678 Jack Henry & Associates shares in Q2 2025, an estimated $8.34M.
West Coast Financial first reported a position in Jack Henry & Associates in Q2 2023 and held it in 8 quarters.
West Coast Financial's Jack Henry & Associates position peaked at $8.37M in Q4 2024.
714 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.