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MOKAN Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

MOKAN Wealth Management’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
-4,223
Closed -$668K – 111
2026
Q1 		$668K Sell
4,223
-3,220
-43% -$552K 0.3% 65
2025
Q4 		$1.36M Buy
+7,443
New +$1.24M 0.6% 45

Other funds holding JKHY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

MOKAN Wealth Management's JKHY Position: Q2 2026 in Review

MOKAN Wealth Management sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 4,223 shares — an estimated $668K sold.

MOKAN Wealth Management first reported a position in JKHY in Q4 2025 and held it in 2 quarters. The position peaked at $1.36M in Q4 2025. 257 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • MOKAN Wealth Management reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
  • MOKAN Wealth Management sold 4,223 Jack Henry & Associates shares in Q2 2026, an estimated $668K.
  • MOKAN Wealth Management first reported a position in Jack Henry & Associates in Q4 2025 and held it in 2 quarters.
  • MOKAN Wealth Management's Jack Henry & Associates position peaked at $1.36M in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.