Wilmington Savings Fund Society, FSB JKHY — Jack Henry & Associates Inc

Ownership history in Wilmington Savings Fund Society, FSB  ·  5 quarters on record

AI Ownership Summary

Wilmington Savings Fund Society, FSB reported Jack Henry & Associates Inc (JKHY) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows JKHY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JKHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wilmington Savings Fund Society, FSB's position in Jack Henry & Associates Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

JKHY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JKHY stock page Wilmington Savings Fund Society, FSB fund profile Wilmington Savings Fund Society, FSB full holdings
How Wilmington Savings Fund Society, FSB held JKHY — position size vs. price
% of Fund (quarterly)    JKHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 130 +4 +3.2% 0.00% $19K 2025-11-14 (Est.) $161.57
2025 Q2 REDUCED — — — 126 -4 -3.1% 0.00% $23K 2025-07-28 $172.14
2025 Q1 REDUCED 11.0% -1.0% ✅ 130 -16 -11.0% 0.00% $24K 2025-05-08 $175.54
2024 Q4 REDUCED — — — 146 -1 -0.7% 0.00% $26K 2025-01-28 $170.80
2024 Q3 INITIATED — — — 147 — — 0.00% $26K 2024-11-25 $167.59

🏢 Other funds also holding JKHY

As of 2026 Q3 — sorted by position size

Martin Capital Partners, LLC 3Y 7Y 2.1% Pacifica Partners Inc. 3Y 0.78% FENIMORE ASSET MANAGEMENT INC 3Y 7Y 0.63% BRIGHT ROCK CAPITAL MANAGEMENT, LLC 3Y 7Y 0.53% Bath Savings Trust Co 3Y 7Y 0.32% ATWOOD & PALMER INC 3Y 7Y 0.3% DIVERSIFIED MANAGEMENT INC 0.2% DOLIVER ADVISORS, LP 3Y 7Y 0.12% Monument Capital Management 3Y 7Y 0.07% Bullock Wealth Management Group 0.05%

FAQ About Wilmington Savings Fund Society, FSB and JKHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wilmington Savings Fund Society, FSB reported owning JKHY?

Wilmington Savings Fund Society, FSB reported JKHY across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported JKHY position in Wilmington Savings Fund Society, FSB's portfolio?

The largest reported portfolio weight for JKHY was 0.00% in 2024 Q3.

What is the latest reported JKHY position on this page?

The most recent filing on this page is 2025 Q3, when Wilmington Savings Fund Society, FSB reported 130 shares, equal to 0.00% of portfolio, with an estimated market value of $19K.

What does the chart on this JKHY ownership page compare?

The chart compares Wilmington Savings Fund Society, FSB's quarterly JKHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wilmington Savings Fund Society, FSB time their JKHY position?

Based on 13F filing dates vs. subsequent JKHY price moves, Wilmington Savings Fund Society, FSB correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on JKHY relative to SPY over the holding period was -15.7%.

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