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Mitchell & Pahl Private Wealth’s Jack Henry & Associates JKHY Stock Holding History

Mitchell & Pahl Private Wealth’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 		$880K Buy
6,392
+413
+7% +$58.6K 0.32% 101
2026
Q1 		$945K Buy
5,979
+334
+6% +$57.2K 0.38% 94
2025
Q4 		$1.03M Sell
5,645
-16
-0.3% -$2.67K 0.43% 86
2025
Q3 		$843K Buy
5,661
+170
+3% +$28.2K 0.35% 99
2025
Q2 		$989K Buy
5,491
+186
+4% +$33K 0.44% 81
2025
Q1 		$969K Buy
5,305
+598
+13% +$104K 0.45% 79
2024
Q4 		$825K Buy
4,707
+243
+5% +$43.4K 0.39% 91
2024
Q3 		$788K Buy
4,464
+84
+2% +$14.2K 0.37% 102
2024
Q2 		$727K Buy
4,380
+33
+0.8% +$5.48K 0.38% 95
2024
Q1 		$755K Buy
4,347
+223
+5% +$38K 0.4% 100
2023
Q4 		$674K Buy
4,124
+87
+2% +$13.3K 0.38% 100
2023
Q3 		$610K Buy
4,037
+612
+18% +$98.8K 0.36% 101
2023
Q2 		$573K Buy
3,425
+103
+3% +$16K 0.35% 101
2023
Q1 		$501K Buy
3,322
+66
+2% +$11K 0.31% 106
2022
Q4 		$572K Buy
3,256
+112
+4% +$20.7K 0.38% 94
2022
Q3 		$573K Buy
3,144
+200
+7% +$39.2K 0.42% 86
2022
Q2 		$530K Buy
2,944
+306
+12% +$57.3K 0.37% 92
2022
Q1 		$520K Buy
2,638
+323
+14% +$56.5K 0.33% 100
2021
Q4 		$387K Buy
2,315
+660
+40% +$107K 0.25% 121
2021
Q3 		$272K Buy
1,655
+78
+5% +$13.4K 0.2% 135
2021
Q2 		$258K Buy
+1,577
New +$252K 0.18% 135

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

Mitchell & Pahl Private Wealth's JKHY Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Jack Henry & Associates (JKHY) stake by 6.9% in Q2 2026, buying an estimated $58.6K and bringing the position to 6,392 shares worth $880K. The position accounts for 0.32% of the portfolio, ranked #101.

Mitchell & Pahl Private Wealth first reported a position in JKHY in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.03M in Q4 2025. 111 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 6,392 shares of Jack Henry & Associates worth $880K as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 413 Jack Henry & Associates shares in Q2 2026, an estimated $58.6K.
  • Jack Henry & Associates made up 0.32% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #101 holding.
  • Mitchell & Pahl Private Wealth first reported a position in Jack Henry & Associates in Q2 2021 and has held it in 21 quarters since.
  • Mitchell & Pahl Private Wealth's Jack Henry & Associates position peaked at $1.03M in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.