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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
Q2 		– Sell
-1
Closed -$159 – 1377
2026
Q1 		$159 Buy
+1
New +$171 ﹤0.01% 1292

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CBU
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Invesco
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Cassaday & Co Wealth Management's JKHY Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 1 share — an estimated $159 sold.

Cassaday & Co Wealth Management first reported a position in JKHY in Q1 2026 and held it in 1 quarter. The position peaked at $159 in Q1 2026. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 1 Jack Henry & Associates share in Q2 2026, an estimated $159.
  • Cassaday & Co Wealth Management first reported a position in Jack Henry & Associates in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Jack Henry & Associates position peaked at $159 in Q1 2026.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.