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Merit Financial Group’s Jack Henry & Associates JKHY Stock Holding History

Merit Financial Group’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 		$518K Buy
3,762
+1,739
+86% +$247K ﹤0.01% 1477
2026
Q1 		$320K Buy
2,023
+312
+18% +$53.4K ﹤0.01% 1616
2025
Q4 		$312K Buy
+1,711
New +$285K ﹤0.01% 1546
2025
Q3 		– Sell
-1,128
Closed -$203K – 1831
2025
Q2 		$203K Buy
+1,128
New +$200K ﹤0.01% 1554

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

Merit Financial Group's JKHY Position: Q2 2026 in Review

Merit Financial Group increased its Jack Henry & Associates (JKHY) stake by 86% in Q2 2026, buying an estimated $247K and bringing the position to 3,762 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Merit Financial Group first reported a position in JKHY in Q2 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Merit Financial Group held 3,762 shares of Jack Henry & Associates worth $518K as of Q2 2026.
  • Merit Financial Group bought 1,739 Jack Henry & Associates shares in Q2 2026, an estimated $247K.
  • Jack Henry & Associates made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1477 holding.
  • Merit Financial Group first reported a position in Jack Henry & Associates in Q2 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.