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 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

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

DiNuzzo Private Wealth's JKHY Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Jack Henry & Associates (JKHY) stake by 33% in Q2 2026, selling an estimated $568 and leaving 8 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

DiNuzzo Private Wealth first reported a position in JKHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.19K in Q1 2025. 81 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

DiNuzzo Private Wealth held 8 shares of Jack Henry & Associates worth $1.1K as of Q2 2026.
DiNuzzo Private Wealth sold 4 Jack Henry & Associates shares in Q2 2026, an estimated $568.
Jack Henry & Associates made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #875 holding.
DiNuzzo Private Wealth first reported a position in Jack Henry & Associates in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Jack Henry & Associates position peaked at $2.19K in Q1 2025.
81 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.