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Pinnacle Wealth Planning Services’s Jack in the Box JACK Stock Holding History

Pinnacle Wealth Planning Services’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 		$838 Sell
53
-613
-92% -$7.56K ﹤0.01% 2601
2026
Q1 		$6.44K Sell
666
-2,799
-81% -$49.5K ﹤0.01% 2180
2025
Q4 		$65.7K Buy
+3,465
New +$62.7K 0.01% 1021
2021
Q1 		– Sell
-909
Closed -$84K – 1153
2020
Q4 		$84K Buy
+909
New +$79.5K 0.02% 545

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 $112B AUM 36.28% 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

Pinnacle Wealth Planning Services's JACK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Jack in the Box (JACK) stake by 92% in Q2 2026, selling an estimated $7.56K and leaving 53 shares worth $838. The position accounts for ﹤0.01% of the portfolio, ranked #2601.

Pinnacle Wealth Planning Services first reported a position in JACK in Q4 2020 and has held it in 4 quarters since. The position peaked at $84K in Q4 2020. 134 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 53 shares of Jack in the Box worth $838 as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 613 Jack in the Box shares in Q2 2026, an estimated $7.56K.
  • Jack in the Box made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2601 holding.
  • Pinnacle Wealth Planning Services first reported a position in Jack in the Box in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Jack in the Box position peaked at $84K in Q4 2020.
  • 134 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.