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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
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

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

Dynamic Advisor Solutions's JKHY Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 1,267 shares — an estimated $200K sold.

Dynamic Advisor Solutions first reported a position in JKHY in Q1 2024 and held it in 9 quarters. The position peaked at $829K in Q1 2025. 103 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Dynamic Advisor Solutions reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 1,267 Jack Henry & Associates shares in Q2 2026, an estimated $200K.
  • Dynamic Advisor Solutions first reported a position in Jack Henry & Associates in Q1 2024 and held it in 9 quarters.
  • 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 Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.