AXXCESS WEALTH MANAGEMENT, LLC
Position in JKHY — Jack Henry & Associates Inc
CIK 1911056
CARLSBAD, CA
Position in JKHY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$268,593
-$161,147 QoQ
Shares Held
1,950
-17.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#487
of 710 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JKHY Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $20,907,253 across 6 Information Technology Services names. JKHY ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
52,210 | $14,681,974 | |
| 2 | ACN |
Accenture plc
|
40,401 | $5,027,500 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
2,748 | $376,338 | |
| 4 | APLD |
Applied Digital Corp.
|
8,188 | $305,412 | |
| 5 | JKHY |
Jack Henry & Associates Inc
This page
|
1,950 | $268,593 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
2,403 | $247,436 |
All Filings in JKHY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,593 | 1,950 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $429,740 | 2,355 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $379,920 | 2,551 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $466,640 | 2,590 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $478,777 | 2,622 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $449,293 | 2,563 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $475,422 | 2,693 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $465,686 | 2,805 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $494,435 | 2,846 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $464,738 | 2,844 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $431,958 | 2,858 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $368,962 | 2,205 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $313,045 | 2,077 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $254,913 | 1,452 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $227,837 | 1,250 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $206,842 | 1,149 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $472,328 | 2,397 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $229,110 | 1,372 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||