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Formidable Asset Management’s Jack Henry & Associates JKHY Stock Holding History

Formidable Asset 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 		$749K Sell
5,186
-169
-3% -$24K 0.12% 174
2026
Q1 		$893K Sell
5,355
-420
-7% -$71.9K 0.14% 146
2025
Q4 		$981K Sell
5,775
-1,156
-17% -$193K 0.14% 145
2025
Q3 		$1.14M Sell
6,931
-306
-4% -$50.8K 0.18% 110
2025
Q2 		$1.31M Sell
7,237
-246
-3% -$43.7K 0.22% 84
2025
Q1 		$1.37M Sell
7,483
-361
-5% -$63K 0.23% 82
2024
Q4 		$1.38M Sell
7,844
-860
-10% -$154K 0.23% 82
2024
Q3 		$1.54M Sell
8,704
-2,162
-20% -$366K 0.25% 81
2024
Q2 		$1.8M Sell
10,866
-1,272
-10% -$211K 0.29% 66
2024
Q1 		$2.11M Sell
12,138
-760
-6% -$129K 0.34% 57
2023
Q4 		$2.11M Sell
12,898
-561
-4% -$85.9K 0.44% 39
2023
Q3 		$2.03M Buy
13,459
+284
+2% +$45.8K 0.45% 37
2023
Q2 		$2.21M Sell
13,175
-154
-1% -$24K 0.48% 31
2023
Q1 		$2.01M Buy
13,329
+2,205
+20% +$368K 0.42% 37
2022
Q4 		$1.95M Sell
11,124
-118
-1% -$21.8K 0.44% 34
2022
Q3 		$2.14M Buy
11,242
+2,245
+25% +$440K 0.5% 32
2022
Q2 		$1.63M Sell
8,997
-102
-1% -$19.1K 0.37% 47
2022
Q1 		$1.79M Sell
9,099
-41
-0.4% -$7.17K 0.34% 59
2021
Q4 		$1.59M Sell
9,140
-450
-5% -$72.8K 0.31% 61
2021
Q3 		$1.57M Sell
9,590
-199
-2% -$34.2K 0.3% 67
2021
Q2 		$1.68M Sell
9,789
-157
-2% -$25.1K 0.36% 50
2021
Q1 		$1.54M Sell
9,946
-199
-2% -$30.4K 0.33% 71
2020
Q4 		$1.61M Sell
10,145
-27
-0.3% -$4.29K 0.37% 58
2020
Q3 		$1.64M Sell
10,172
-344
-3% -$59.7K 0.48% 41
2020
Q2 		$1.9M Sell
10,516
-170
-2% -$29.6K 0.56% 36
2020
Q1 		$1.66M Sell
10,686
-761
-7% -$118K 0.65% 29
2019
Q4 		$1.71M Buy
+11,447
New +$1.67M 0.54% 40
2019
Q3 		– Sell
-11,183
Closed -$1.56M – 182
2019
Q2 		$1.56M Buy
+11,183
New +$1.55M 0.54% 43
2019
Q1 		– Sell
-10,670
Closed -$1.35M – 224
2018
Q4 		$1.35M Buy
10,670
+297
+3% +$42.2K 0.71% 32
2018
Q3 		$1.65M Buy
10,373
+97
+0.9% +$14.3K 0.65% 34
2018
Q2 		$1.34M Buy
+10,276
New +$1.27M 0.58% 39
2017
Q4 		– Sell
-9,691
Closed -$996K – 159
2017
Q3 		$996K Buy
9,691
+98
+1% +$10.1K 0.42% 45
2017
Q2 		$996K Buy
9,593
+211
+2% +$21.1K 0.49% 39
2017
Q1 		$911K Buy
9,382
+945
+11% +$87.1K 0.4% 52
2016
Q4 		$749K Buy
8,437
+64
+0.8% +$5.46K 0.38% 61
2016
Q3 		$716K Buy
8,373
+515
+7% +$45.2K 0.36% 68
2016
Q2 		$692K Buy
+7,858
New +$657K 0.39% 61

Other funds holding JKHY

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
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Formidable Asset Management's JKHY Position: Q2 2026 in Review

Formidable Asset Management reduced its Jack Henry & Associates (JKHY) stake by 3.2% in Q2 2026, selling an estimated $24K and leaving 5,186 shares worth $749K. The position accounts for 0.12% of the portfolio, ranked #174.

Formidable Asset Management first reported a position in JKHY in Q2 2016 and has held it in 37 quarters since. The position peaked at $2.21M in Q2 2023. 107 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Formidable Asset Management held 5,186 shares of Jack Henry & Associates worth $749K as of Q2 2026.
  • Formidable Asset Management sold 169 Jack Henry & Associates shares in Q2 2026, an estimated $24K.
  • Jack Henry & Associates made up 0.12% of Formidable Asset Management's portfolio in Q2 2026, its #174 holding.
  • Formidable Asset Management first reported a position in Jack Henry & Associates in Q2 2016 and has held it in 37 quarters since.
  • Formidable Asset Management's Jack Henry & Associates position peaked at $2.21M in Q2 2023.
  • 107 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.