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B. Riley Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-1,292
Closed -$202K – 977
2026
Q1 		$202K Sell
1,292
-672
-34% -$115K 0.01% 720
2025
Q4 		$358K Buy
1,964
+562
+40% +$93.6K 0.02% 640
2025
Q3 		$209K Sell
1,402
-717
-34% -$119K 0.01% 881
2025
Q2 		$382K Buy
+2,119
New +$376K 0.02% 621
2024
Q4 		$856K Sell
4,881
-122
-2% -$21.8K 0.03% 505
2024
Q3 		$894K Sell
5,003
-60
-1% -$10.2K 0.02% 529
2024
Q2 		$841K Sell
5,063
-3,394
-40% -$563K 0.02% 600
2024
Q1 		$1.28M Buy
8,457
+2,337
+38% +$398K 0.03% 459
2023
Q4 		$1M Sell
6,120
-2,337
-28% -$358K 0.03% 527
2023
Q3 		$1.28M Buy
8,457
+825
+11% +$133K 0.03% 459
2023
Q2 		$1.28M Sell
7,632
-263
-3% -$40.9K 0.03% 491
2023
Q1 		$1.19M Buy
7,895
+700
+10% +$117K 0.03% 489
2022
Q4 		$1.26M Sell
7,195
-215
-3% -$39.7K 0.04% 459
2022
Q3 		$1.35M Buy
7,410
+3,385
+84% +$664K 0.04% 414
2022
Q2 		$725K Sell
4,025
-127
-3% -$23.8K 0.03% 513
2022
Q1 		$819K Buy
4,152
+2,383
+135% +$417K 0.03% 547
2021
Q4 		$296K Buy
1,769
+221
+14% +$35.8K 0.01% 1082
2021
Q3 		$254K Buy
1,548
+119
+8% +$20.5K 0.01% 1134
2021
Q2 		$234K Buy
+1,429
New +$228K 0.01% 1149
2019
Q3 		– Sell
-3,281
Closed -$440K – 834
2019
Q2 		$440K Sell
3,281
-39
-1% -$5.39K 0.05% 422
2019
Q1 		$462K Sell
3,320
-310
-9% -$41K 0.06% 364
2018
Q4 		$461K Sell
3,630
-92
-2% -$13.1K 0.07% 323
2018
Q3 		$598K Sell
3,722
-72
-2% -$10.6K 0.07% 305
2018
Q2 		$495K Buy
3,794
+39
+1% +$4.84K 0.07% 327
2018
Q1 		$456K Sell
3,755
-145
-4% -$17.6K 0.06% 335
2017
Q4 		$458K Sell
3,900
-61
-2% -$6.81K 0.06% 332
2017
Q3 		$409K Sell
3,961
-25
-0.6% -$2.59K 0.07% 307
2017
Q2 		$416K Sell
3,986
-181
-4% -$18.1K 0.08% 287
2017
Q1 		$389K Sell
4,167
-134
-3% -$12.3K 0.08% 281
2016
Q4 		$384K Buy
4,301
+72
+2% +$6.14K 0.08% 290
2016
Q3 		$363K Sell
4,229
-175
-4% -$15.3K 0.07% 347
2016
Q2 		$386K Sell
4,404
-163
-4% -$13.6K 0.08% 321
2016
Q1 		$387K Sell
4,567
-1,053
-19% -$84.5K 0.09% 280
2015
Q4 		$440K Buy
5,620
+317
+6% +$24.4K 0.09% 277
2015
Q3 		$371K Sell
5,303
-54
-1% -$3.71K 0.09% 293
2015
Q2 		$348K Buy
5,357
+1,225
+30% +$81.3K 0.09% 295
2015
Q1 		$289K Sell
4,132
-140
-3% -$9.16K 0.07% 364
2014
Q4 		$265 Buy
4,272
+44
+1% +$2.62K 0.01% 1200
2014
Q3 		$235K Sell
4,228
-4,170
-50% -$243K 0.06% 450
2014
Q2 		$249K Buy
8,398
+4,204
+100% +$240K 0.06% 378
2014
Q1 		$234K Buy
+4,194
New +$241K 0.07% 332

Other funds holding JKHY

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

B. Riley Wealth Advisors's JKHY Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 1,292 shares — an estimated $202K sold.

B. Riley Wealth Advisors first reported a position in JKHY in Q1 2014 and held it in 41 quarters. The position peaked at $1.35M in Q3 2022. 105 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,292 Jack Henry & Associates shares in Q2 2026, an estimated $202K.
  • B. Riley Wealth Advisors first reported a position in Jack Henry & Associates in Q1 2014 and held it in 41 quarters.
  • B. Riley Wealth Advisors's Jack Henry & Associates position peaked at $1.35M in Q3 2022.
  • 105 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.