GoalVest Advisory’s Jack Henry & Associates JKHY Stock Holding History

GoalVest Advisory’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	$1.43K	Buy	+10	New	+$1.56K	﹤0.01%	670
2023 Q4	–	Sell	-75	Closed	-$11.3K	–	435
2023 Q3	$11.3K	Buy	75 +3	+4%	+$484	0.01%	268
2023 Q2	$12K	Buy	+72	New	+$11.2K	0.01%	236

Other funds holding JKHY

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

GoalVest Advisory's JKHY Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Jack Henry & Associates (JKHY) in Q3 2026: 10 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in JKHY as recently as Q3 2023.

GoalVest Advisory first reported a position in JKHY in Q2 2023 and has held it in 3 quarters since. The position peaked at $12K in Q2 2023. 75 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

GoalVest Advisory held 10 shares of Jack Henry & Associates worth $1.43K as of Q3 2026.
Jack Henry & Associates was a new GoalVest Advisory position in Q3 2026.
Jack Henry & Associates made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #670 holding.
GoalVest Advisory first reported a position in Jack Henry & Associates in Q2 2023 and has held it in 3 quarters since.
GoalVest Advisory's Jack Henry & Associates position peaked at $12K in Q2 2023.
75 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.