STACKSTONE WEALTH, LLC’s Jack Henry & Associates JKHY Stock Holding History

STACKSTONE WEALTH, LLC’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
2026 Q3	$345K	Buy	+2,409	New	+$375K	0.03%	257

Other funds holding JKHY

WAM

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Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

STACKSTONE WEALTH, LLC's JKHY Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Jack Henry & Associates (JKHY) in Q3 2026: 2,409 shares worth $345K. The stake represents 0.03% of the portfolio and ranks #257 among its holdings.

99 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

STACKSTONE WEALTH, LLC held 2,409 shares of Jack Henry & Associates worth $345K as of Q3 2026.
Jack Henry & Associates was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Jack Henry & Associates made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #257 holding.
99 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.