Wealth Enhancement Advisory Services
JKHY icon

Wealth Enhancement Advisory Services’s Jack Henry & Associates JKHY Stock Holding History

Wealth Enhancement Advisory Services’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 		$11.6M Buy
78,904
+69,246
+717% +$9.83M 0.02% 613
2026
Q1 		$1.52M Sell
9,658
-3,996
-29% -$684K ﹤0.01% 1542
2025
Q4 		$2.53M Buy
13,654
+1,657
+14% +$276K ﹤0.01% 1383
2025
Q3 		$1.8M Buy
11,997
+1,951
+19% +$324K ﹤0.01% 1510
2025
Q2 		$1.82M Sell
10,046
-778
-7% -$138K ﹤0.01% 1401
2025
Q1 		$1.98M Buy
10,824
+860
+9% +$150K ﹤0.01% 1247
2024
Q4 		$1.75M Buy
9,964
+2,888
+41% +$516K ﹤0.01% 1248
2024
Q3 		$1.25M Buy
7,076
+704
+11% +$119K ﹤0.01% 1282
2024
Q2 		$1.06M Buy
6,372
+545
+9% +$90.5K ﹤0.01% 1255
2024
Q1 		$1.01M Sell
5,827
-1,507
-21% -$256K ﹤0.01% 1231
2023
Q4 		$1.2M Sell
7,334
-947
-11% -$145K ﹤0.01% 1093
2023
Q3 		$1.25M Buy
+8,281
New +$1.34M ﹤0.01% 1009
2023
Q1 		– Sell
-5,749
Closed -$1.03M – 542
2022
Q4 		$1.03M Buy
+5,749
New +$1.06M 0.01% 217
2020
Q3 		– Sell
-7,654
Closed -$1.41M – 220
2020
Q2 		$1.41M Buy
+7,654
New +$1.33M 0.04% 157
2019
Q3 		– Sell
-9,195
Closed -$1.3M – 219
2019
Q2 		$1.3M Sell
9,195
-6,979
-43% -$965K 0.06% 126
2019
Q1 		$2.37M Buy
+16,174
New +$2.14M 0.13% 66
2018
Q4 		– Sell
-7,767
Closed -$1.16M – 185
2018
Q3 		$1.16M Sell
7,767
-10,755
-58% -$1.58M 0.07% 103
2018
Q2 		$2.49M Buy
18,522
+7,875
+74% +$977K 0.15% 55
2018
Q1 		$1.28M Buy
+10,647
New +$1.3M 0.09% 87
2016
Q4 		– Sell
-15,528
Closed -$1.3M – 159
2016
Q3 		$1.3M Buy
15,528
+1,282
+9% +$112K 0.19% 73
2016
Q2 		$1.24M Buy
+14,246
New +$1.19M 0.22% 90

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
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
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's JKHY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Jack Henry & Associates (JKHY) stake by 717% in Q2 2026, buying an estimated $9.83M and bringing the position to 78,904 shares worth $11.6M. The position accounts for 0.02% of the portfolio, ranked #613.

Wealth Enhancement Advisory Services first reported a position in JKHY in Q2 2016 and has held it in 21 quarters since. 111 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 78,904 shares of Jack Henry & Associates worth $11.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 69,246 Jack Henry & Associates shares in Q2 2026, an estimated $9.83M.
  • Jack Henry & Associates made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #613 holding.
  • Wealth Enhancement Advisory Services first reported a position in Jack Henry & Associates in Q2 2016 and has held it in 21 quarters since.
  • 111 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.