Dimensional Fund Advisors
JACK icon

Dimensional Fund Advisors’s Jack in the Box JACK Stock Holding History

Dimensional Fund 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
2026
Q2 		$314K Buy
+19,870
New +$245K ﹤0.01% 3022
2026
Q1 		– Sell
-24,131
Closed -$457K – 3259
2025
Q4 		$457K Sell
24,131
-104,087
-81% -$1.88M ﹤0.01% 2980
2025
Q3 		$2.53M Sell
128,218
-127,698
-50% -$2.54M ﹤0.01% 2709
2025
Q2 		$4.47M Sell
255,916
-96,476
-27% -$2.17M ﹤0.01% 2557
2025
Q1 		$9.58M Sell
352,392
-19,845
-5% -$730K ﹤0.01% 2270
2024
Q4 		$15.5M Sell
372,237
-55,908
-13% -$2.58M ﹤0.01% 2112
2024
Q3 		$19.9M Sell
428,145
-26,928
-6% -$1.35M ﹤0.01% 2001
2024
Q2 		$23.2M Sell
455,073
-48,999
-10% -$2.75M 0.01% 1891
2024
Q1 		$34.5M Sell
504,072
-3,131
-0.6% -$236K 0.01% 1699
2023
Q4 		$41.4M Sell
507,203
-2,852
-0.6% -$202K 0.01% 1566
2023
Q3 		$35.2M Sell
510,055
-19,654
-4% -$1.67M 0.01% 1581
2023
Q2 		$51.7M Buy
529,709
+7,718
+1% +$702K 0.02% 1339
2023
Q1 		$45.7M Buy
+521,991
New +$41.3M 0.02% 1393
2022
Q3 		$36.8M Buy
496,956
+12,664
+3% +$960K 0.01% 1451
2022
Q2 		$27.1M Sell
484,292
-8,200
-2% -$623K 0.01% 1690
2022
Q1 		$46M Buy
492,492
+788
+0.2% +$69.7K 0.01% 1476
2021
Q4 		$43M Sell
491,704
-17,973
-4% -$1.67M 0.01% 1517
2021
Q3 		$49.6M Sell
509,677
-6,939
-1% -$724K 0.02% 1417
2021
Q2 		$57.6M Sell
516,616
-26,713
-5% -$3.12M 0.02% 1319
2021
Q1 		$59.8M Sell
543,329
-22,237
-4% -$2.26M 0.02% 1277
2020
Q4 		$52.5M Sell
565,566
-43,317
-7% -$3.79M 0.02% 1328
2020
Q3 		$48.3M Sell
608,883
-42,918
-7% -$3.45M 0.02% 1234
2020
Q2 		$48.3M Sell
651,801
-48,230
-7% -$2.97M 0.02% 1225
2020
Q1 		$24.5M Sell
700,031
-37,914
-5% -$2.58M 0.01% 1605
2019
Q4 		$57.6M Sell
737,945
-64,107
-8% -$5.31M 0.02% 1287
2019
Q3 		$73.1M Buy
802,052
+36,103
+5% +$3M 0.03% 980
2019
Q2 		$62.3M Buy
765,949
+10,384
+1% +$839K 0.02% 1184
2019
Q1 		$61.2M Sell
755,565
-18,561
-2% -$1.48M 0.02% 1173
2018
Q4 		$60.1M Buy
774,126
+29,678
+4% +$2.41M 0.03% 1032
2018
Q3 		$62.4M Buy
744,448
+776
+0.1% +$67.1K 0.02% 1201
2018
Q2 		$63.3M Sell
743,672
-4,384
-0.6% -$378K 0.03% 1131
2018
Q1 		$63.8M Sell
748,056
-1,547
-0.2% -$138K 0.03% 1059
2017
Q4 		$73.5M Buy
749,603
+4,998
+0.7% +$508K 0.03% 888
2017
Q3 		$75.9M Sell
744,605
-1,568
-0.2% -$150K 0.03% 809
2017
Q2 		$73.5M Buy
746,173
+8,434
+1% +$870K 0.03% 793
2017
Q1 		$75M Sell
737,739
-2,051
-0.3% -$212K 0.04% 741
2016
Q4 		$82.6M Sell
739,790
-3,293
-0.4% -$336K 0.04% 636
2016
Q3 		$71.3M Buy
743,083
+10,687
+1% +$1.01M 0.04% 687
2016
Q2 		$62.9M Sell
732,396
-19,264
-3% -$1.45M 0.04% 737
2016
Q1 		$48M Buy
751,660
+28,652
+4% +$2.01M 0.03% 967
2015
Q4 		$55.5M Sell
723,008
-13,424
-2% -$1.02M 0.03% 756
2015
Q3 		$56.7M Sell
736,432
-2,438
-0.3% -$208K 0.04% 689
2015
Q2 		$65.1M Sell
738,870
-86,533
-10% -$7.77M 0.04% 634
2015
Q1 		$79.2M Buy
825,403
+2,026
+0.2% +$184K 0.05% 478
2014
Q4 		$65.8M Buy
823,377
+19,892
+2% +$1.45M 0.04% 544
2014
Q3 		$54.8M Sell
803,485
-5,531
-0.7% -$333K 0.04% 610
2014
Q2 		$48.4M Buy
809,016
+69,852
+9% +$4M 0.03% 738
2014
Q1 		$43.6M Buy
739,164
+75,129
+11% +$4.09M 0.03% 767
2013
Q4 		$33.2M Buy
664,035
+12,235
+2% +$539K 0.03% 970
2013
Q3 		$26.1M Buy
651,800
+19,022
+3% +$766K 0.02% 1101
2013
Q2 		$24.9M Buy
+632,778
New +$23.2M 0.02% 1026

Other funds holding JACK

NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors's JACK Position: Q2 2026 in Review

Dimensional Fund Advisors opened a new position in Jack in the Box (JACK) in Q2 2026: 19,870 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #3022 among its holdings. This is a return to the name: Dimensional Fund Advisors previously reported a position in JACK as recently as Q4 2025.

Dimensional Fund Advisors first reported a position in JACK in Q2 2013 and has held it in 51 quarters since. The position peaked at $82.6M in Q4 2016. 133 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

  • Dimensional Fund Advisors held 19,870 shares of Jack in the Box worth $314K as of Q2 2026.
  • Jack in the Box was a new Dimensional Fund Advisors position in Q2 2026.
  • Jack in the Box made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #3022 holding.
  • Dimensional Fund Advisors first reported a position in Jack in the Box in Q2 2013 and has held it in 51 quarters since.
  • Dimensional Fund Advisors's Jack in the Box position peaked at $82.6M in Q4 2016.
  • 133 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.