Legacy Financial Strategies »

Jack Henry & Associates shares owned by Legacy Financial Strategies

Quarter-by-quarter ownership of Jack Henry & Associates (JKHY) shares owned by Legacy Financial Strategies from 13F filings

Historical chart of Legacy Financial Strategies investment in Jack Henry & Associates

Tip: Access up to 7 years of quarterly data

All positions including Jack Henry & Associates held by Legacy Financial Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Jack Henry & Associates by Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.1M 21k 148.93
2025-06-30 $3.7M 21k 180.17

More positions owned by Legacy Financial Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Expnd Tec Sc Etf (IGM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)

View all positions for Legacy Financial Strategies

Top funds holding Jack Henry & Associates

Vanguard Group
BlackRock
Morgan Stanley
Kayne Anderson Rudnick Investment Management
State Street Corporation
Geode Capital Management
APG All Pensions Group NV
Atlantic Trust
Invesco
Wells Fargo & Company
Mitsubishi UFJ Asset Management
Van Eck Associates Corp.
Mackenzie Financial
UBS Group
Neuberger Berman Group

View all funds holding Jack Henry & Associates