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LVW Advisors’s Jack Henry & Associates JKHY Stock Holding History

LVW Advisors’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 		– Sell
-2,727
Closed -$431K – 483
2026
Q1 		$431K Sell
2,727
-494
-15% -$84.6K 0.04% 238
2025
Q4 		$588K Sell
3,221
-170
-5% -$28.3K 0.06% 170
2025
Q3 		$505K Sell
3,391
-486
-13% -$80.7K 0.05% 192
2025
Q2 		$699K Sell
3,877
-351
-8% -$62.3K 0.08% 146
2025
Q1 		$772K Sell
4,228
-234
-5% -$40.8K 0.09% 128
2024
Q4 		$782K Sell
4,462
-35
-0.8% -$6.25K 0.09% 136
2024
Q3 		$794K Buy
4,497
+421
+10% +$71.2K 0.1% 139
2024
Q2 		$677K Buy
4,076
+360
+10% +$59.8K 0.1% 133
2024
Q1 		$646K Sell
3,716
-130
-3% -$22.1K 0.11% 134
2023
Q4 		$628K Buy
3,846
+52
+1% +$7.96K 0.12% 129
2023
Q3 		$573K Sell
3,794
-339
-8% -$54.7K 0.12% 116
2023
Q2 		$692K Sell
4,133
-38
-0.9% -$5.92K 0.13% 103
2023
Q1 		$629K Buy
4,171
+1,554
+59% +$259K 0.12% 123
2022
Q4 		$459K Sell
2,617
-250
-9% -$46.2K 0.09% 154
2022
Q3 		$523K Buy
2,867
+9
+0.3% +$1.76K 0.12% 125
2022
Q2 		$514K Buy
2,858
+238
+9% +$44.6K 0.1% 134
2022
Q1 		$516K Buy
2,620
+62
+2% +$10.8K 0.09% 142
2021
Q4 		$427K Sell
2,558
-477
-16% -$77.2K 0.07% 164
2021
Q3 		$498K Buy
3,035
+40
+1% +$6.88K 0.09% 159
2021
Q2 		$490K Sell
2,995
-129
-4% -$20.6K 0.09% 145
2021
Q1 		$474K Buy
3,124
+947
+44% +$144K 0.09% 152
2020
Q4 		$353K Buy
2,177
+57
+3% +$9.05K 0.07% 152
2020
Q3 		$345K Buy
2,120
+682
+47% +$118K 0.08% 141
2020
Q2 		$265K Buy
+1,438
New +$251K 0.06% 156

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
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
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

LVW Advisors's JKHY Position: Q2 2026 in Review

LVW Advisors sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 2,727 shares — an estimated $431K sold.

LVW Advisors first reported a position in JKHY in Q2 2020 and held it in 24 quarters. The position peaked at $794K in Q3 2024. 250 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • LVW Advisors reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 2,727 Jack Henry & Associates shares in Q2 2026, an estimated $431K.
  • LVW Advisors first reported a position in Jack Henry & Associates in Q2 2020 and held it in 24 quarters.
  • LVW Advisors's Jack Henry & Associates position peaked at $794K in Q3 2024.
  • 250 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.