Planning Strategies Inc.’s Jack Henry & Associates JKHY Stock Holding History

Planning Strategies Inc.’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	$689	Buy	+5	New	+$710	﹤0.01%	806

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

Planning Strategies Inc.'s JKHY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Jack Henry & Associates (JKHY) in Q2 2026: 5 shares worth $689. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings.

203 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

Planning Strategies Inc. held 5 shares of Jack Henry & Associates worth $689 as of Q2 2026.
Jack Henry & Associates was a new Planning Strategies Inc. position in Q2 2026.
Jack Henry & Associates made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #806 holding.
203 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.