C
JACK icon

Certuity’s Jack in the Box JACK Stock Holding History

Certuity’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 		$65.5K Sell
6,773
-18,526
-73% -$328K ﹤0.01% 644
2025
Q4 		$479K Hold
25,299
– – 0.03% 285
2025
Q3 		$500K Buy
+25,299
New +$503K 0.03% 267
2025
Q1 		– Sell
-6,556
Closed -$273K – 421
2024
Q4 		$273K Hold
6,556
– – 0.03% 278
2024
Q3 		$305K Hold
6,556
– – 0.03% 264
2024
Q2 		$334K Hold
6,556
– – 0.03% 237
2024
Q1 		$449K Hold
6,556
– – 0.04% 188
2023
Q4 		$535K Sell
6,556
-32
-0.5% -$2.27K 0.05% 174
2023
Q3 		$455K Hold
6,588
– – 0.05% 150
2023
Q2 		$643K Hold
6,588
– – 0.07% 120
2023
Q1 		$577K Hold
6,588
– – 0.09% 103
2022
Q4 		$449K Buy
6,588
+32
+0.5% +$2.46K 0.07% 108
2022
Q3 		$486K Hold
6,556
– – 0.11% 89
2022
Q2 		$368K Hold
6,556
– – 0.1% 122
2022
Q1 		$612K Hold
6,556
– – 0.13% 113
2021
Q4 		$574K Hold
6,556
– – 0.12% 119
2021
Q3 		$638K Buy
+6,556
New +$684K 0.13% 122

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 $5.72T AUM 30.48% 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 $46.4B AUM 27.74% 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

Certuity's JACK Position: Q1 2026 in Review

Certuity reduced its Jack in the Box (JACK) stake by 73% in Q1 2026, selling an estimated $328K and leaving 6,773 shares worth $65.5K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Certuity first reported a position in JACK in Q3 2021 and has held it in 17 quarters since. The position peaked at $643K in Q2 2023. 138 funds tracked by Wall St. Rank hold JACK as of Q1 2026.

  • Certuity held 6,773 shares of Jack in the Box worth $65.5K as of Q1 2026.
  • Certuity sold 18,526 Jack in the Box shares in Q1 2026, an estimated $328K.
  • Jack in the Box made up ﹤0.01% of Certuity's portfolio in Q1 2026, its #644 holding.
  • Certuity first reported a position in Jack in the Box in Q3 2021 and has held it in 17 quarters since.
  • Certuity's Jack in the Box position peaked at $643K in Q2 2023.
  • 138 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.