AB
JACK icon

Amalgamated Bank’s Jack in the Box JACK Stock Holding History

Amalgamated Bank’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
Q1 		– Sell
-553
Closed -$10K – 2227
2025
Q4 		$10K Sell
553
-156
-22% -$2.82K ﹤0.01% 2419
2025
Q3 		$14K Sell
709
-4,733
-87% -$94K ﹤0.01% 2302
2025
Q2 		$95K Hold
5,442
– – ﹤0.01% 1703
2025
Q1 		$148K Sell
5,442
-239
-4% -$8.79K ﹤0.01% 1600
2024
Q4 		$237K Sell
5,681
-32
-0.6% -$1.48K ﹤0.01% 1536
2024
Q3 		$266K Sell
5,713
-239
-4% -$12K ﹤0.01% 1506
2024
Q2 		$303K Sell
5,952
-341
-5% -$19.1K ﹤0.01% 1467
2024
Q1 		$431K Sell
6,293
-2,253
-26% -$170K ﹤0.01% 1363
2023
Q4 		$698K Sell
8,546
-463
-5% -$32.8K 0.01% 1299
2023
Q3 		$622K Sell
9,009
-410
-4% -$34.9K 0.01% 1314
2023
Q2 		$919K Buy
9,419
+642
+7% +$58.4K 0.01% 1158
2023
Q1 		$769K Sell
8,777
-923
-10% -$73K 0.01% 1216
2022
Q4 		$662K Buy
9,700
+32
+0.3% +$2.46K 0.01% 1331
2022
Q3 		$716K Buy
9,668
+74
+0.8% +$5.61K 0.01% 1244
2022
Q2 		$538K Sell
9,594
-123
-1% -$9.34K 0.01% 1427
2022
Q1 		$908K Sell
9,717
-4,885
-33% -$432K 0.01% 1240
2021
Q4 		$1.28M Buy
14,602
+69
+0.5% +$6.41K 0.01% 1129
2021
Q3 		$1.41M Sell
14,533
-2,099
-13% -$219K 0.01% 1079
2021
Q2 		$1.85M Buy
16,632
+14,423
+653% +$1.69M 0.01% 996
2021
Q1 		$243K Sell
2,209
-122
-5% -$12.4K 0.01% 1374
2020
Q4 		$216K Buy
+2,331
New +$204K 0.01% 1407
2020
Q1 		– Sell
-4,407
Closed -$344K – 1728
2019
Q4 		$344K Buy
4,407
+308
+8% +$25.5K 0.01% 1326
2019
Q3 		$374K Sell
4,099
-80
-2% -$6.65K 0.01% 1190
2019
Q2 		$340K Buy
4,179
+213
+5% +$17.2K 0.01% 1279
2019
Q1 		$321K Buy
3,966
+25
+0.6% +$2K 0.01% 1231
2018
Q4 		$306K Buy
3,941
+304
+8% +$24.7K 0.01% 1160
2018
Q3 		$305K Sell
3,637
-753
-17% -$65.1K 0.01% 1115
2018
Q2 		$374K Buy
4,390
+166
+4% +$14.3K 0.01% 1182
2018
Q1 		$360K Sell
4,224
-77
-2% -$6.89K 0.01% 1124
2017
Q4 		$422K Buy
4,301
+273
+7% +$27.8K 0.01% 1081
2017
Q3 		$411K Sell
4,028
-477
-11% -$45.6K 0.01% 1037
2017
Q2 		$444K Sell
4,505
-2
-0% -$206 0.01% 1008
2017
Q1 		$458K Sell
4,507
-10
-0.2% -$1.04K 0.02% 888
2016
Q4 		$504K Buy
4,517
+552
+14% +$56.4K 0.02% 825
2016
Q3 		$380K Buy
3,965
+3
+0.1% +$284 0.02% 872
2016
Q2 		$393K Buy
3,962
+153
+4% +$11.6K 0.02% 848
2016
Q1 		$243K Buy
3,809
+53
+1% +$3.73K 0.02% 1012
2015
Q4 		$288K Sell
3,756
-330
-8% -$25.1K 0.04% 821
2015
Q3 		$315K Buy
4,086
+219
+6% +$18.7K 0.03% 847
2015
Q2 		$341K Sell
3,867
-200
-5% -$18K 0.03% 862
2015
Q1 		$390K Buy
4,067
+157
+4% +$14.2K 0.05% 537
2014
Q4 		$313K Buy
3,910
+4
+0.1% +$291 0.05% 560
2014
Q3 		$266K Sell
3,906
-1
-0% -$60 0.04% 657
2014
Q2 		$234K Buy
3,907
+357
+10% +$20.5K 0.04% 744
2014
Q1 		$209K Buy
+3,550
New +$193K 0.04% 743

Other funds holding JACK

CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Amalgamated Bank's JACK Position: Q1 2026 in Review

Amalgamated Bank sold out of Jack in the Box (JACK) in Q1 2026, closing a stake of 553 shares — an estimated $10K sold.

Amalgamated Bank first reported a position in JACK in Q1 2014 and held it in 45 quarters. The position peaked at $1.85M in Q2 2021. 138 funds tracked by Wall St. Rank hold JACK as of Q1 2026.

  • Amalgamated Bank reported no remaining Jack in the Box position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 553 Jack in the Box shares in Q1 2026, an estimated $10K.
  • Amalgamated Bank first reported a position in Jack in the Box in Q1 2014 and held it in 45 quarters.
  • Amalgamated Bank's Jack in the Box position peaked at $1.85M in Q2 2021.
  • 138 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.