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

Diversify 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	$1.02M	Sell	6,652 -5,601	-46%	-$795K	0.02%	621
2026 Q1	$1.88M	Buy	12,253 +7,669	+167%	+$1.31M	0.03%	400
2025 Q4	$864K	Sell	4,584 -1,032	-18%	-$172K	0.04%	347
2025 Q3	$846K	Buy	5,616 +345	+7%	+$57.3K	0.05%	300
2025 Q2	$842K	Buy	5,271 +754	+17%	+$134K	0.05%	299
2025 Q1	$784K	Buy	4,517 +679	+18%	+$119K	0.06%	277
2024 Q4	$660K	Buy	3,838 +787	+26%	+$141K	0.05%	295
2024 Q3	$563K	Buy	3,051 +355	+13%	+$60.1K	0.05%	299
2024 Q2	$442K	Buy	+2,696	New	+$448K	0.05%	304

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Diversify Wealth Management reduced its Jack Henry & Associates (JKHY) stake by 46% in Q2 2026, selling an estimated $795K and leaving 6,652 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #621.

Diversify Wealth Management first reported a position in JKHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.88M in Q1 2026. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

Diversify Wealth Management held 6,652 shares of Jack Henry & Associates worth $1.02M as of Q2 2026.
Diversify Wealth Management sold 5,601 Jack Henry & Associates shares in Q2 2026, an estimated $795K.
Jack Henry & Associates made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #621 holding.
Diversify Wealth Management first reported a position in Jack Henry & Associates in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Jack Henry & Associates position peaked at $1.88M in Q1 2026.
712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.