Krilogy Financial
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Krilogy Financial’s Jack Henry & Associates JKHY Stock Holding History

Krilogy Financial’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 		$223K Buy
+1,487
New +$231K 0.01% 980
2016
Q1 		– Sell
-165
Closed -$13K – 699
2015
Q4 		$13K Hold
165
– – 0.01% 240
2015
Q3 		$11K Buy
+165
New +$11.3K 0.01% 380

Other funds holding JKHY

WAM
Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Atria Investments
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

Krilogy Financial's JKHY Position: Q3 2026 in Review

Krilogy Financial opened a new position in Jack Henry & Associates (JKHY) in Q3 2026: 1,487 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in JKHY as recently as Q4 2015.

Krilogy Financial first reported a position in JKHY in Q3 2015 and has held it in 3 quarters since. 75 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

  • Krilogy Financial held 1,487 shares of Jack Henry & Associates worth $223K as of Q3 2026.
  • Jack Henry & Associates was a new Krilogy Financial position in Q3 2026.
  • Jack Henry & Associates made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #980 holding.
  • Krilogy Financial first reported a position in Jack Henry & Associates in Q3 2015 and has held it in 3 quarters since.
  • 75 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.