New Wave Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

New Wave Wealth 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	$229K	Sell	1,662 -9	-0.5%	-$1.28K	0.06%	189
2026 Q1	$264K	Buy	1,671 +5	+0.3%	+$856	0.09%	159
2025 Q4	$304K	Buy	1,666 +3	+0.2%	+$500	0.11%	133
2025 Q3	$248K	Buy	1,663 +5	+0.3%	+$830	0.1%	143
2025 Q2	$299K	Buy	1,658 +3	+0.2%	+$533	0.13%	99
2025 Q1	$302K	Buy	1,655 +4	+0.2%	+$698	0.14%	98
2024 Q4	$289K	Buy	1,651 +4	+0.2%	+$715	0.12%	109
2024 Q3	$291K	Buy	1,647 +3	+0.2%	+$508	0.13%	109
2024 Q2	$273K	Buy	+1,644	New	+$273K	0.15%	107

Other funds holding JKHY

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New Wave Wealth Advisors's JKHY Position: Q2 2026 in Review

New Wave Wealth Advisors reduced its Jack Henry & Associates (JKHY) stake by 0.54% in Q2 2026, selling an estimated $1.28K and leaving 1,662 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #189.

New Wave Wealth Advisors first reported a position in JKHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $304K in Q4 2025. 202 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

New Wave Wealth Advisors held 1,662 shares of Jack Henry & Associates worth $229K as of Q2 2026.
New Wave Wealth Advisors sold 9 Jack Henry & Associates shares in Q2 2026, an estimated $1.28K.
Jack Henry & Associates made up 0.06% of New Wave Wealth Advisors's portfolio in Q2 2026, its #189 holding.
New Wave Wealth Advisors first reported a position in Jack Henry & Associates in Q2 2024 and has held it in 9 quarters since.
New Wave Wealth Advisors's Jack Henry & Associates position peaked at $304K in Q4 2025.
202 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.