LRI Investments’s Jack Henry & Associates JKHY Stock Holding History

LRI Investments’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	$12.5K	Buy	+91	New	+$12.9K	﹤0.01%	895
2026 Q1	–	Sell	-489	Closed	-$89.2K	–	1463
2025 Q4	$89.2K	Hold	489	–	–	0.01%	439
2025 Q3	$72.8K	Sell	489 -179	-27%	-$29.7K	0.01%	480
2025 Q2	$120K	Hold	668	–	–	0.01%	391
2025 Q1	$122K	Sell	668 -408	-38%	-$71.2K	0.01%	375
2024 Q4	$189K	Hold	1,076	–	–	0.02%	285
2024 Q3	$186K	Sell	1,076 -40	-4%	-$6.77K	0.02%	297
2024 Q2	$185K	Buy	+1,116	New	+$185K	0.02%	266

Other funds holding JKHY

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments's JKHY Position: Q2 2026 in Review

LRI Investments opened a new position in Jack Henry & Associates (JKHY) in Q2 2026: 91 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #895 among its holdings. This is a return to the name: LRI Investments previously reported a position in JKHY as recently as Q4 2025.

LRI Investments first reported a position in JKHY in Q2 2024 and has held it in 8 quarters since. The position peaked at $189K in Q4 2024. 250 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

LRI Investments held 91 shares of Jack Henry & Associates worth $12.5K as of Q2 2026.
Jack Henry & Associates was a new LRI Investments position in Q2 2026.
Jack Henry & Associates made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #895 holding.
LRI Investments first reported a position in Jack Henry & Associates in Q2 2024 and has held it in 8 quarters since.
LRI Investments's Jack Henry & Associates position peaked at $189K in Q4 2024.
250 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.