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Elevation Wealth Partners’s Jack Henry & Associates JKHY Stock Holding History

Elevation Wealth Partners’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 		$3.03K Sell
22
-42
-66% -$5.96K ﹤0.01% 1128
2026
Q1 		$10.1K Buy
64
+52
+433% +$8.91K ﹤0.01% 508
2025
Q4 		$2.19K Buy
12
+7
+140% +$1.17K ﹤0.01% 775
2025
Q3 		$745 Buy
+5
New +$830 ﹤0.01% 773

Other funds holding JKHY

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Elevation Wealth Partners's JKHY Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Jack Henry & Associates (JKHY) stake by 66% in Q2 2026, selling an estimated $5.96K and leaving 22 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Elevation Wealth Partners first reported a position in JKHY in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.1K in Q1 2026. 225 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Elevation Wealth Partners held 22 shares of Jack Henry & Associates worth $3.03K as of Q2 2026.
  • Elevation Wealth Partners sold 42 Jack Henry & Associates shares in Q2 2026, an estimated $5.96K.
  • Jack Henry & Associates made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1128 holding.
  • Elevation Wealth Partners first reported a position in Jack Henry & Associates in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Jack Henry & Associates position peaked at $10.1K in Q1 2026.
  • 225 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.