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Cyndeo Wealth Partners’s Jack Henry & Associates JKHY Stock Holding History

Cyndeo Wealth Partners’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 		– Sell
-1,179
Closed -$215K – 503
2025
Q4 		$215K Buy
+1,179
New +$196K 0.01% 455

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Cyndeo Wealth Partners's JKHY Position: Q1 2026 in Review

Cyndeo Wealth Partners sold out of Jack Henry & Associates (JKHY) in Q1 2026, closing a stake of 1,179 shares — an estimated $215K sold.

Cyndeo Wealth Partners first reported a position in JKHY in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 772 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Cyndeo Wealth Partners reported no remaining Jack Henry & Associates position as of Q1 2026 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 1,179 Jack Henry & Associates shares in Q1 2026, an estimated $215K.
  • Cyndeo Wealth Partners first reported a position in Jack Henry & Associates in Q4 2025 and held it in 1 quarter.
  • Cyndeo Wealth Partners's Jack Henry & Associates position peaked at $215K in Q4 2025.
  • 772 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.