Dynamic Wealth Strategies’s Jack Henry & Associates JKHY Stock Holding History

Dynamic Wealth Strategies’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 Q1	$102K	Sell	644 -207	-24%	-$35.5K	0.06%	119
2025 Q4	$155K	Buy	851 +179	+27%	+$29.8K	0.09%	94
2025 Q3	$100K	Buy	672 +26	+4%	+$4.32K	0.07%	106
2025 Q2	$116K	Sell	646 -27	-4%	-$4.79K	0.08%	94
2025 Q1	$123K	Buy	+673	New	+$117K	0.1%	91
2024 Q4	–	Sell	-667	Closed	-$118K	–	153
2024 Q3	$118K	Hold	667	–	–	0.1%	97
2024 Q2	$111K	Buy	667 +4	+0.6%	+$664	0.1%	94
2024 Q1	$115K	Buy	663 +14	+2%	+$2.38K	0.1%	93
2023 Q4	$106K	Buy	+649	New	+$99.4K	0.1%	91

Other funds holding JKHY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Dynamic Wealth Strategies's JKHY Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its Jack Henry & Associates (JKHY) stake by 24% in Q1 2026, selling an estimated $35.5K and leaving 644 shares worth $102K. The position accounts for 0.06% of the portfolio, ranked #119.

Dynamic Wealth Strategies first reported a position in JKHY in Q4 2023 and has held it in 9 quarters since. The position peaked at $155K in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

Dynamic Wealth Strategies held 644 shares of Jack Henry & Associates worth $102K as of Q1 2026.
Dynamic Wealth Strategies sold 207 Jack Henry & Associates shares in Q1 2026, an estimated $35.5K.
Jack Henry & Associates made up 0.06% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #119 holding.
Dynamic Wealth Strategies first reported a position in Jack Henry & Associates in Q4 2023 and has held it in 9 quarters since.
Dynamic Wealth Strategies's Jack Henry & Associates position peaked at $155K in Q4 2025.
768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.