LFG
JACK icon

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

Larson 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
2026
Q2 		$1.04K Buy
+66
New +$814 ﹤0.01% 3299
2025
Q3 		– Sell
-6
Closed -$105 – 3550
2025
Q2 		$105 Buy
+6
New +$135 ﹤0.01% 3157

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

Larson Financial Group's JACK Position: Q2 2026 in Review

Larson Financial Group opened a new position in Jack in the Box (JACK) in Q2 2026: 66 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #3299 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in JACK as recently as Q2 2025.

Larson Financial Group first reported a position in JACK in Q2 2025 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

  • Larson Financial Group held 66 shares of Jack in the Box worth $1.04K as of Q2 2026.
  • Jack in the Box was a new Larson Financial Group position in Q2 2026.
  • Jack in the Box made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3299 holding.
  • Larson Financial Group first reported a position in Jack in the Box in Q2 2025 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.