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

Physician 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 		$16K Buy
116
+2
+2% +$284 ﹤0.01% 741
2026
Q1 		$18K Sell
114
-3
-3% -$514 ﹤0.01% 650
2025
Q4 		$21.4K Buy
117
+32
+38% +$5.33K ﹤0.01% 573
2025
Q3 		$12.7K Buy
85
+30
+55% +$4.98K ﹤0.01% 688
2025
Q2 		$9.91K Sell
55
-7
-11% -$1.24K ﹤0.01% 648
2025
Q1 		$11.3K Buy
62
+7
+13% +$1.22K ﹤0.01% 598
2024
Q4 		$9.64K Buy
+55
New +$9.83K ﹤0.01% 638

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

Physician Wealth Advisors's JKHY Position: Q2 2026 in Review

Physician Wealth Advisors increased its Jack Henry & Associates (JKHY) stake by 1.8% in Q2 2026, buying an estimated $284 and bringing the position to 116 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Physician Wealth Advisors first reported a position in JKHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.4K in Q4 2025. 122 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Physician Wealth Advisors held 116 shares of Jack Henry & Associates worth $16K as of Q2 2026.
  • Physician Wealth Advisors bought 2 Jack Henry & Associates shares in Q2 2026, an estimated $284.
  • Jack Henry & Associates made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #741 holding.
  • Physician Wealth Advisors first reported a position in Jack Henry & Associates in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Jack Henry & Associates position peaked at $21.4K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.