DiNuzzo Private Wealth’s Jack Henry & Associates JKHY Stock Holding History

DiNuzzo Private Wealth’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	$1.29K	Buy	9 +1	+13%	+$156	﹤0.01%	794
2026 Q2	$1.1K	Sell	8 -4	-33%	-$568	﹤0.01%	875
2026 Q1	$1.9K	Hold	12	–	–	﹤0.01%	664
2025 Q4	$2.19K	Hold	12	–	–	﹤0.01%	611
2025 Q3	$1.96K	Hold	12	–	–	﹤0.01%	635
2025 Q2	$2.16K	Hold	12	–	–	﹤0.01%	595
2025 Q1	$2.19K	Hold	12	–	–	﹤0.01%	562
2024 Q4	$2.1K	Hold	12	–	–	﹤0.01%	587
2024 Q3	$2.12K	Hold	12	–	–	﹤0.01%	590
2024 Q2	$1.99K	Buy	12 +2	+20%	+$332	﹤0.01%	522
2024 Q1	$1.74K	Buy	10 +1	+11%	+$170	﹤0.01%	524
2023 Q4	$1.47K	Buy	+9	New	+$1.38K	﹤0.01%	553

Other funds holding JKHY

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

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

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

DiNuzzo Private Wealth's JKHY Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Jack Henry & Associates (JKHY) stake by 13% in Q3 2026, buying an estimated $156 and bringing the position to 9 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

DiNuzzo Private Wealth first reported a position in JKHY in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.19K in Q1 2025. 210 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

DiNuzzo Private Wealth held 9 shares of Jack Henry & Associates worth $1.29K as of Q3 2026.
DiNuzzo Private Wealth bought 1 Jack Henry & Associates share in Q3 2026, an estimated $156.
Jack Henry & Associates made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #794 holding.
DiNuzzo Private Wealth first reported a position in Jack Henry & Associates in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Jack Henry & Associates position peaked at $2.19K in Q1 2025.
210 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.