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Petros Family Wealth’s Jack Henry & Associates JKHY Stock Holding History

Petros Family 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 		– Sell
-1,451
Closed -$229K – 140
2026
Q1 		$229K Buy
1,451
+78
+6% +$13.4K 0.16% 121
2025
Q4 		$251K Buy
+1,373
New +$229K 0.17% 121

Other funds holding JKHY

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return

Petros Family Wealth's JKHY Position: Q2 2026 in Review

Petros Family Wealth sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 1,451 shares — an estimated $229K sold.

Petros Family Wealth first reported a position in JKHY in Q4 2025 and held it in 2 quarters. The position peaked at $251K in Q4 2025. 175 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Petros Family Wealth reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
  • Petros Family Wealth sold 1,451 Jack Henry & Associates shares in Q2 2026, an estimated $229K.
  • Petros Family Wealth first reported a position in Jack Henry & Associates in Q4 2025 and held it in 2 quarters.
  • Petros Family Wealth's Jack Henry & Associates position peaked at $251K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.