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Independent Financial Group’s Jack in the Box JACK Stock Holding History

Independent Financial Group’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
Q2 		– Sell
-31,550
Closed -$858K – 1328
2025
Q1 		$858K Buy
31,550
+10,650
+51% +$392K 0.03% 521
2024
Q4 		$870K Buy
20,900
+15,500
+287% +$715K 0.03% 515
2024
Q3 		$251K Buy
+5,400
New +$271K 0.01% 948

Other funds holding JACK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Financial Group's JACK Position: Q2 2025 in Review

Independent Financial Group sold out of Jack in the Box (JACK) in Q2 2025, closing a stake of 31,550 shares — an estimated $858K sold.

Independent Financial Group first reported a position in JACK in Q3 2024 and held it in 3 quarters. The position peaked at $870K in Q4 2024. 184 funds tracked by Wall St. Rank hold JACK as of Q2 2025.

  • Independent Financial Group reported no remaining Jack in the Box position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 31,550 Jack in the Box shares in Q2 2025, an estimated $858K.
  • Independent Financial Group first reported a position in Jack in the Box in Q3 2024 and held it in 3 quarters.
  • Independent Financial Group's Jack in the Box position peaked at $870K in Q4 2024.
  • 184 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.