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Axxcess Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Axxcess Wealth Management’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
Q2 		$269K Buy
+1,950
New +$277K ﹤0.01% 888
2026
Q1 		– Sell
-2,355
Closed -$430K – 721
2025
Q4 		$430K Sell
2,355
-196
-8% -$32.7K 0.01% 739
2025
Q3 		$380K Sell
2,551
-39
-2% -$6.47K 0.01% 692
2025
Q2 		$467K Sell
2,590
-32
-1% -$5.68K 0.01% 606
2025
Q1 		$479K Buy
2,622
+59
+2% +$10.3K 0.01% 570
2024
Q4 		$449K Sell
2,563
-130
-5% -$23.2K 0.01% 568
2024
Q3 		$476K Sell
2,693
-112
-4% -$19K 0.01% 563
2024
Q2 		$466K Sell
2,805
-41
-1% -$6.81K 0.01% 537
2024
Q1 		$494K Buy
2,846
+2
+0.1% +$340 0.01% 537
2023
Q4 		$465K Sell
2,844
-14
-0.5% -$2.14K 0.01% 536
2023
Q3 		$432K Buy
2,858
+653
+30% +$105K 0.01% 509
2023
Q2 		$369K Buy
2,205
+128
+6% +$19.9K 0.03% 408
2023
Q1 		$313K Buy
2,077
+625
+43% +$104K 0.02% 467
2022
Q4 		$255K Buy
1,452
+202
+16% +$37.3K 0.02% 490
2022
Q3 		$228K Buy
1,250
+101
+9% +$19.8K 0.02% 470
2022
Q2 		$207K Sell
1,149
-1,248
-52% -$234K 0.02% 490
2022
Q1 		$472K Buy
2,397
+1,025
+75% +$179K 0.04% 368
2021
Q4 		$229K Buy
+1,372
New +$222K 0.02% 553

Other funds holding JKHY

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WAM
Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Axxcess Wealth Management's JKHY Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Jack Henry & Associates (JKHY) in Q2 2026: 1,950 shares worth $269K. The stake represents ﹤0.01% of the portfolio and ranks #888 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in JKHY as recently as Q4 2025.

Axxcess Wealth Management first reported a position in JKHY in Q4 2021 and has held it in 18 quarters since. The position peaked at $494K in Q1 2024. 338 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Axxcess Wealth Management held 1,950 shares of Jack Henry & Associates worth $269K as of Q2 2026.
  • Jack Henry & Associates was a new Axxcess Wealth Management position in Q2 2026.
  • Jack Henry & Associates made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #888 holding.
  • Axxcess Wealth Management first reported a position in Jack Henry & Associates in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Jack Henry & Associates position peaked at $494K in Q1 2024.
  • 338 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.