Bell Investment Advisors’s Jack in the Box JACK Stock Holding History

Bell Investment Advisors’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
2025 Q3	–	Sell	-49	Closed	-$856	–	1927
2025 Q2	$856	Buy	49 +20	+69%	+$450	﹤0.01%	1637
2025 Q1	$789	Hold	29	–	–	﹤0.01%	1631
2024 Q4	$1.21K	Hold	29	–	–	﹤0.01%	1525
2024 Q3	$1.35K	Hold	29	–	–	﹤0.01%	1499
2024 Q2	$1.48K	Hold	29	–	–	﹤0.01%	1477
2024 Q1	$1.99K	Hold	29	–	–	﹤0.01%	1368
2023 Q4	$2.37K	Hold	29	–	–	﹤0.01%	1253
2023 Q3	$2K	Sell	29 -8	-22%	-$681	﹤0.01%	1267
2023 Q2	$3.61K	Hold	37	–	–	﹤0.01%	992
2023 Q1	$3.24K	Hold	37	–	–	﹤0.01%	1002
2022 Q4	$2.52K	Sell	37 -8	-18%	-$615	﹤0.01%	1163
2022 Q3	$3K	Buy	45 +16	+55%	+$1.21K	﹤0.01%	925
2022 Q2	$2K	Buy	+29	New	+$2.2K	﹤0.01%	1170
2021 Q4	$3K	Hold	29	–	–	﹤0.01%	985
2021 Q3	$3K	Buy	+29	New	+$3.02K	﹤0.01%	928

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bell Investment Advisors's JACK Position: Q3 2025 in Review

Bell Investment Advisors sold out of Jack in the Box (JACK) in Q3 2025, closing a stake of 49 shares — an estimated $856 sold.

Bell Investment Advisors first reported a position in JACK in Q3 2021 and held it in 15 quarters. The position peaked at $3.61K in Q2 2023. 162 funds tracked by Wall St. Rank hold JACK as of Q3 2025.

Bell Investment Advisors reported no remaining Jack in the Box position as of Q3 2025 after selling out during the quarter.
Bell Investment Advisors sold 49 Jack in the Box shares in Q3 2025, an estimated $856.
Bell Investment Advisors first reported a position in Jack in the Box in Q3 2021 and held it in 15 quarters.
Bell Investment Advisors's Jack in the Box position peaked at $3.61K in Q2 2023.
162 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.