Doliver Advisors’s Jack Henry & Associates JKHY Stock Holding History

Doliver Advisors’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	$523K	Hold	3,800	–	–	0.12%	122
2026 Q1	$601K	Hold	3,800	–	–	0.14%	105
2025 Q4	$693K	Hold	3,800	–	–	0.17%	99
2025 Q3	$566K	Hold	3,800	–	–	0.15%	108
2025 Q2	$685K	Hold	3,800	–	–	0.19%	89
2025 Q1	$694K	Sell	3,800 -200	-5%	-$34.9K	0.2%	77
2024 Q4	$701K	Sell	4,000 -100	-2%	-$17.9K	0.19%	76
2024 Q3	$724K	Hold	4,100	–	–	0.2%	71
2024 Q2	$681K	Hold	4,100	–	–	0.19%	74
2024 Q1	$712K	Hold	4,100	–	–	0.2%	73
2023 Q4	$670K	Hold	4,100	–	–	0.21%	72
2023 Q3	$620K	Hold	4,100	–	–	0.19%	74
2023 Q2	$686K	Sell	4,100 -600	-13%	-$93.4K	0.21%	76
2023 Q1	$708K	Sell	4,700 -200	-4%	-$33.4K	0.22%	71
2022 Q4	$860K	Sell	4,900 -100	-2%	-$18.5K	0.28%	61
2022 Q3	$911K	Hold	5,000	–	–	0.34%	50
2022 Q2	$900K	Hold	5,000	–	–	0.32%	56
2022 Q1	$985K	Hold	5,000	–	–	0.31%	60
2021 Q4	$840K	Hold	5,000	–	–	0.26%	62
2021 Q3	$820K	Hold	5,000	–	–	0.28%	72
2021 Q2	$818K	Hold	5,000	–	–	0.27%	66
2021 Q1	$759K	Hold	5,000	–	–	0.28%	60
2020 Q4	$810K	Hold	5,000	–	–	0.36%	49
2020 Q3	$813K	Hold	5,000	–	–	0.41%	50
2020 Q2	$920K	Hold	5,000	–	–	0.41%	42
2020 Q1	$817K	Sell	5,000 -456	-8%	-$70.8K	0.4%	39
2019 Q4	$795K	Hold	5,456	–	–	0.31%	40
2019 Q3	$778K	Hold	5,456	–	–	0.31%	42
2019 Q2	$731K	Hold	5,456	–	–	0.29%	36
2019 Q1	$757K	Hold	5,456	–	–	0.31%	36
2018 Q4	$690K	Hold	5,456	–	–	0.34%	37
2018 Q3	$873K	Hold	5,456	–	–	0.36%	38
2018 Q2	$711K	Hold	5,456	–	–	0.3%	52
2018 Q1	$660K	Buy	+5,456	New	+$664K	0.29%	49

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Doliver Advisors's JKHY Position: Q2 2026 in Review

Doliver Advisors held its Jack Henry & Associates (JKHY) position steady in Q2 2026 at 3,800 shares worth $523K. The position accounts for 0.12% of the portfolio, ranked #122.

Doliver Advisors first reported a position in JKHY in Q1 2018 and has held it in 34 quarters since. The position peaked at $985K in Q1 2022. 145 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

Doliver Advisors held 3,800 shares of Jack Henry & Associates worth $523K as of Q2 2026.
Doliver Advisors left its Jack Henry & Associates share count unchanged in Q2 2026.
Jack Henry & Associates made up 0.12% of Doliver Advisors's portfolio in Q2 2026, its #122 holding.
Doliver Advisors first reported a position in Jack Henry & Associates in Q1 2018 and has held it in 34 quarters since.
Doliver Advisors's Jack Henry & Associates position peaked at $985K in Q1 2022.
145 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.