Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Jack Henry & Associates JKHY Stock Holding History

Dynamic Advisor Solutions’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 		$248K Buy
+1,730
New +$269K 0.01% 903
2026
Q2 		– Sell
-1,267
Closed -$200K – 1068
2026
Q1 		$200K Sell
1,267
-111
-8% -$19K 0.01% 928
2025
Q4 		$251K Sell
1,378
-170
-11% -$28.3K 0.01% 832
2025
Q3 		$231K Sell
1,548
-157
-9% -$26.1K 0.01% 856
2025
Q2 		$307K Sell
1,705
-2,835
-62% -$503K 0.01% 737
2025
Q1 		$829K Sell
4,540
-104
-2% -$18.2K 0.03% 465
2024
Q4 		$814K Buy
4,644
+367
+9% +$65.6K 0.04% 353
2024
Q3 		$755K Buy
4,277
+139
+3% +$23.5K 0.02% 526
2024
Q2 		$687K Buy
4,138
+1,345
+48% +$223K 0.02% 551
2024
Q1 		$485K Buy
+2,793
New +$475K 0.02% 613

Other funds holding JKHY

WAM
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Dynamic Advisor Solutions's JKHY Position: Q3 2026 in Review

Dynamic Advisor Solutions opened a new position in Jack Henry & Associates (JKHY) in Q3 2026: 1,730 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #903 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in JKHY as recently as Q1 2026.

Dynamic Advisor Solutions first reported a position in JKHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $829K in Q1 2025. 103 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

  • Dynamic Advisor Solutions held 1,730 shares of Jack Henry & Associates worth $248K as of Q3 2026.
  • Jack Henry & Associates was a new Dynamic Advisor Solutions position in Q3 2026.
  • Jack Henry & Associates made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #903 holding.
  • Dynamic Advisor Solutions first reported a position in Jack Henry & Associates in Q1 2024 and has held it in 10 quarters since.
  • Dynamic Advisor Solutions's Jack Henry & Associates position peaked at $829K in Q1 2025.
  • 103 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.