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

Dogwood 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 		$4.41K Sell
32
-23
-42% -$3.26K ﹤0.01% 530
2026
Q1 		$8.69K Buy
55
+24
+77% +$4.11K ﹤0.01% 368
2025
Q4 		$5.66K Buy
31
+15
+94% +$2.5K ﹤0.01% 397
2025
Q3 		$2.38K Sell
16
-61
-79% -$10.1K ﹤0.01% 506
2025
Q2 		$13.9K Buy
+77
New +$13.7K 0.01% 221
2024
Q3 		– Hold
0
– – – 557
2024
Q2 		– Hold
0
– – – 593
2024
Q1 		– Hold
0
– – – 598
2023
Q4 		– Hold
0
– – – 553

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

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

Dogwood Wealth Management reduced its Jack Henry & Associates (JKHY) stake by 42% in Q2 2026, selling an estimated $3.26K and leaving 32 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Dogwood Wealth Management first reported a position in JKHY in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.9K in Q2 2025. 79 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Dogwood Wealth Management held 32 shares of Jack Henry & Associates worth $4.41K as of Q2 2026.
  • Dogwood Wealth Management sold 23 Jack Henry & Associates shares in Q2 2026, an estimated $3.26K.
  • Jack Henry & Associates made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #530 holding.
  • Dogwood Wealth Management first reported a position in Jack Henry & Associates in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Jack Henry & Associates position peaked at $13.9K in Q2 2025.
  • 79 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.