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Empirical Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Empirical Wealth Management’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 		$826K Sell
5,997
-362
-6% -$51.4K 0.01% 463
2026
Q1 		$1M Buy
+6,359
New +$1.09M 0.02% 358

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

Empirical Wealth Management's JKHY Position: Q2 2026 in Review

Empirical Wealth Management reduced its Jack Henry & Associates (JKHY) stake by 5.7% in Q2 2026, selling an estimated $51.4K and leaving 5,997 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #463.

Empirical Wealth Management first reported a position in JKHY in Q1 2026 and has held it in 2 quarters since. The position peaked at $1M in Q1 2026. 226 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Empirical Wealth Management held 5,997 shares of Jack Henry & Associates worth $826K as of Q2 2026.
  • Empirical Wealth Management sold 362 Jack Henry & Associates shares in Q2 2026, an estimated $51.4K.
  • Jack Henry & Associates made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #463 holding.
  • Empirical Wealth Management first reported a position in Jack Henry & Associates in Q1 2026 and has held it in 2 quarters since.
  • Empirical Wealth Management's Jack Henry & Associates position peaked at $1M in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.