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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
Q3 		$18K Buy
126
+104
+473% +$16.2K 0.01% 718
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's JKHY Position: Q3 2026 in Review

Elevation Wealth Partners increased its Jack Henry & Associates (JKHY) stake by 473% in Q3 2026, buying an estimated $16.2K and bringing the position to 126 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #718.

Elevation Wealth Partners first reported a position in JKHY in Q3 2025 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

  • Elevation Wealth Partners held 126 shares of Jack Henry & Associates worth $18K as of Q3 2026.
  • Elevation Wealth Partners bought 104 Jack Henry & Associates shares in Q3 2026, an estimated $16.2K.
  • Jack Henry & Associates made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #718 holding.
  • Elevation Wealth Partners first reported a position in Jack Henry & Associates in Q3 2025 and has held it in 5 quarters since.
  • 25 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.