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Cassaday & Co Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Cassaday & Co Wealth Management’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
Q1 		$159 Buy
+1
New +$171 ﹤0.01% 1292

Other funds holding JKHY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cassaday & Co Wealth Management's JKHY Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Jack Henry & Associates (JKHY) in Q1 2026: 1 share worth $159. The stake represents ﹤0.01% of the portfolio and ranks #1292 among its holdings.

768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Cassaday & Co Wealth Management held 1 share of Jack Henry & Associates worth $159 as of Q1 2026.
  • Jack Henry & Associates was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Jack Henry & Associates made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1292 holding.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.