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CarsonAllaria Wealth Management’s Jack in the Box JACK Stock Holding History

CarsonAllaria Wealth 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
2025
Q3 		– Sell
-180
Closed -$3.15K – 210
2025
Q2 		$3.15K Buy
180
+38
+27% +$855 ﹤0.01% 306
2025
Q1 		$3.88K Hold
142
– – ﹤0.01% 305
2024
Q4 		$5.95K Buy
142
+78
+122% +$3.6K ﹤0.01% 281
2024
Q3 		$2.99K Buy
64
+1
+2% +$50 ﹤0.01% 325
2024
Q2 		$3.24K Buy
+63
New +$3.54K ﹤0.01% 307

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Marshall Wace
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CarsonAllaria Wealth Management's JACK Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Jack in the Box (JACK) in Q3 2025, closing a stake of 180 shares — an estimated $3.15K sold.

CarsonAllaria Wealth Management first reported a position in JACK in Q2 2024 and held it in 5 quarters. The position peaked at $5.95K in Q4 2024. 162 funds tracked by Wall St. Rank hold JACK as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Jack in the Box position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 180 Jack in the Box shares in Q3 2025, an estimated $3.15K.
  • CarsonAllaria Wealth Management first reported a position in Jack in the Box in Q2 2024 and held it in 5 quarters.
  • CarsonAllaria Wealth Management's Jack in the Box position peaked at $5.95K in Q4 2024.
  • 162 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.