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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
Q2 		$112K Buy
816
+172
+27% +$24.4K 0.06% 118
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

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dynamic Wealth Strategies's JKHY Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Jack Henry & Associates (JKHY) stake by 27% in Q2 2026, buying an estimated $24.4K and bringing the position to 816 shares worth $112K. The position accounts for 0.06% of the portfolio, ranked #118.

Dynamic Wealth Strategies first reported a position in JKHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $155K in Q4 2025. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Dynamic Wealth Strategies held 816 shares of Jack Henry & Associates worth $112K as of Q2 2026.
  • Dynamic Wealth Strategies bought 172 Jack Henry & Associates shares in Q2 2026, an estimated $24.4K.
  • Jack Henry & Associates made up 0.06% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #118 holding.
  • Dynamic Wealth Strategies first reported a position in Jack Henry & Associates in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Jack Henry & Associates position peaked at $155K in Q4 2025.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.