Diversify Advisory Services’s Jack Henry & Associates JKHY Stock Holding History

Diversify Advisory Services’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	$1.1M	Buy	7,006 +354	+5%	+$55.1K	0.02%	632
2026 Q2	$1.02M	Buy	+6,652	New	+$944K	0.02%	621
2026 Q1	–	Sell	-7,654	Closed	-$1.46M	–	569
2025 Q4	$1.46M	Buy	7,654 +993	+15%	+$165K	0.05%	283
2025 Q3	$1M	Buy	6,661 +3,080	+86%	+$511K	0.03%	368
2025 Q2	$572K	Buy	+3,581	New	+$636K	0.02%	487
2024 Q2	–	Sell	-2,697	Closed	-$460K	–	685
2024 Q1	$460K	Buy	+2,697	New	+$459K	0.03%	449

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

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

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

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

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

Diversify Advisory Services's JKHY Position: Q3 2026 in Review

Diversify Advisory Services increased its Jack Henry & Associates (JKHY) stake by 5.3% in Q3 2026, buying an estimated $55.1K and bringing the position to 7,006 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #632.

Diversify Advisory Services first reported a position in JKHY in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.46M in Q4 2025. 119 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

Diversify Advisory Services held 7,006 shares of Jack Henry & Associates worth $1.1M as of Q3 2026.
Diversify Advisory Services bought 354 Jack Henry & Associates shares in Q3 2026, an estimated $55.1K.
Jack Henry & Associates made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #632 holding.
Diversify Advisory Services first reported a position in Jack Henry & Associates in Q1 2024 and has held it in 6 quarters since.
Diversify Advisory Services's Jack Henry & Associates position peaked at $1.46M in Q4 2025.
119 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.