Creative Financial Designs’s Jack in the Box JACK Stock Holding History

Creative Financial Designs’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	$155	Hold	16	–	–	﹤0.01%	2115
2025 Q4	$303	Hold	16	–	–	﹤0.01%	1960
2025 Q3	$316	Hold	16	–	–	﹤0.01%	1948
2025 Q2	$279	Hold	16	–	–	﹤0.01%	1924
2025 Q1	$435	Hold	16	–	–	﹤0.01%	1924
2024 Q4	$666	Hold	16	–	–	﹤0.01%	1724
2024 Q3	$745	Hold	16	–	–	﹤0.01%	1601
2024 Q2	$815	Hold	16	–	–	﹤0.01%	1554
2024 Q1	$1.1K	Hold	16	–	–	﹤0.01%	1541
2023 Q4	$1.31K	Hold	16	–	–	﹤0.01%	1476
2023 Q3	$1.1K	Hold	16	–	–	﹤0.01%	1389
2023 Q2	$1.56K	Hold	16	–	–	﹤0.01%	1337
2023 Q1	$1.4K	Hold	16	–	–	﹤0.01%	1283
2022 Q4	$1.09K	Hold	16	–	–	﹤0.01%	1203
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	1236
2022 Q2	$1K	Buy	+16	New	+$1.22K	﹤0.01%	1193
2017 Q4	–	Sell	-75	Closed	-$8K	–	742
2017 Q3	$8K	Hold	75	–	–	﹤0.01%	441
2017 Q2	$7K	Hold	75	–	–	﹤0.01%	467
2017 Q1	$8K	Hold	75	–	–	0.01%	426
2016 Q4	$8K	Buy	+75	New	+$7.66K	0.01%	420

Other funds holding JACK

Callodine Capital Management Boston, Massachusetts $1.42B AUM 8.74% 1-Year Est. Return

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return