Access Investment Management’s Jack in the Box JACK Stock Holding History

Access Investment Management’s Portfolio JACK Stock Details JACK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-33,000	Closed	-$319K	–	156
2026 Q1	$319K	Sell	33,000 -8,455	-20%	-$150K	0.09%	77
2025 Q4	$820K	Hold	41,455	–	–	0.22%	56
2025 Q3	$820K	Sell	41,455 -142,255	-77%	-$2.83M	0.22%	56
2025 Q2	$3.21M	Buy	+183,710	New	+$4.13M	0.91%	35
2024 Q4	$1.32M	Buy	31,800 +110	+0.3%	+$5.08K	0.38%	50
2024 Q3	$1.47M	Buy	+31,690	New	+$1.59M	0.45%	49

Other funds holding JACK

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

CCM

Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Access Investment Management's JACK Position: Q2 2026 in Review

Access Investment Management sold out of Jack in the Box (JACK) in Q2 2026, closing a stake of 33,000 shares — an estimated $319K sold.

Access Investment Management first reported a position in JACK in Q3 2024 and held it in 6 quarters. The position peaked at $3.21M in Q2 2025. 134 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

Access Investment Management reported no remaining Jack in the Box position as of Q2 2026 after selling out during the quarter.
Access Investment Management sold 33,000 Jack in the Box shares in Q2 2026, an estimated $319K.
Access Investment Management first reported a position in Jack in the Box in Q3 2024 and held it in 6 quarters.
Access Investment Management's Jack in the Box position peaked at $3.21M in Q2 2025.
134 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.