Physician Wealth Advisors’s Jack in the Box JACK Stock Holding History

Physician Wealth 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	–	Sell	-29	Closed	-$281	–	2399
2026 Q1	$281	Hold	29	–	–	﹤0.01%	2013
2025 Q4	$550	Buy	+29	New	+$524	﹤0.01%	1833
2025 Q2	–	Sell	-22	Closed	-$599	–	1890
2025 Q1	$599	Buy	+22	New	+$810	﹤0.01%	1341

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Physician Wealth Advisors's JACK Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Jack in the Box (JACK) in Q2 2026, closing a stake of 29 shares — an estimated $281 sold.

Physician Wealth Advisors first reported a position in JACK in Q1 2025 and held it in 3 quarters. The position peaked at $599 in Q1 2025. 133 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

Physician Wealth Advisors reported no remaining Jack in the Box position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 29 Jack in the Box shares in Q2 2026, an estimated $281.
Physician Wealth Advisors first reported a position in Jack in the Box in Q1 2025 and held it in 3 quarters.
Physician Wealth Advisors's Jack in the Box position peaked at $599 in Q1 2025.
133 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.