Principal Financial Group
JACK icon

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

Principal 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
Q1 		– Sell
-82,209
Closed -$1.56M – 2245
2025
Q4 		$1.56M Buy
82,209
+26,921
+49% +$487K ﹤0.01% 1884
2025
Q3 		$1.09M Sell
55,288
-75,063
-58% -$1.49M ﹤0.01% 1909
2025
Q2 		$2.28M Buy
130,351
+36,192
+38% +$814K ﹤0.01% 1785
2025
Q1 		$2.56M Buy
94,159
+824
+0.9% +$30.3K ﹤0.01% 1729
2024
Q4 		$3.89M Buy
93,335
+2,686
+3% +$124K ﹤0.01% 1666
2024
Q3 		$4.22M Sell
90,649
-21,366
-19% -$1.07M ﹤0.01% 1616
2024
Q2 		$5.71M Sell
112,015
-3,549
-3% -$199K ﹤0.01% 1512
2024
Q1 		$7.91M Buy
115,564
+2,315
+2% +$174K ﹤0.01% 1412
2023
Q4 		$9.24M Sell
113,249
-231
-0.2% -$16.4K 0.01% 1322
2023
Q3 		$7.84M Sell
113,480
-7,679
-6% -$653K 0.01% 1348
2023
Q2 		$11.8M Sell
121,159
-8,241
-6% -$750K 0.01% 1168
2023
Q1 		$11.3M Sell
129,400
-5,288
-4% -$418K 0.01% 1190
2022
Q4 		$9.19M Sell
134,688
-6,586
-5% -$506K 0.01% 1291
2022
Q3 		$10.5M Sell
141,274
-20,486
-13% -$1.55M 0.01% 1164
2022
Q2 		$9.07M Sell
161,760
-11,362
-7% -$863K 0.01% 1317
2022
Q1 		$16.2M Buy
173,122
+51,101
+42% +$4.52M 0.01% 1064
2021
Q4 		$10.7M Sell
122,021
-20,781
-15% -$1.93M 0.01% 1353
2021
Q3 		$13.9M Sell
142,802
-1,737
-1% -$181K 0.01% 1216
2021
Q2 		$16.1M Buy
144,539
+18,689
+15% +$2.19M 0.01% 1145
2021
Q1 		$13.8M Buy
125,850
+17,917
+17% +$1.82M 0.01% 1205
2020
Q4 		$10M Buy
107,933
+12,088
+13% +$1.06M 0.01% 1224
2020
Q3 		$7.6M Buy
95,845
+9,191
+11% +$739K 0.01% 1236
2020
Q2 		$6.42M Buy
86,654
+3,079
+4% +$190K 0.01% 1316
2020
Q1 		$2.93M Sell
83,575
-30,468
-27% -$2.07M ﹤0.01% 1479
2019
Q4 		$8.9M Buy
114,043
+704
+0.6% +$58.3K 0.01% 1304
2019
Q3 		$10.3M Buy
113,339
+1,656
+1% +$138K 0.01% 1189
2019
Q2 		$9.09M Buy
111,683
+95
+0.1% +$7.68K 0.01% 1276
2019
Q1 		$9.04M Buy
111,588
+835
+0.8% +$66.8K 0.01% 1292
2018
Q4 		$8.6M Sell
110,753
-10,970
-9% -$891K 0.01% 1258
2018
Q3 		$10.2M Sell
121,723
-3,619
-3% -$313K 0.01% 1313
2018
Q2 		$10.7M Sell
125,342
-2,749
-2% -$237K 0.01% 1268
2018
Q1 		$10.9M Buy
128,091
+3,531
+3% +$316K 0.01% 1204
2017
Q4 		$12.2M Sell
124,560
-390
-0.3% -$39.7K 0.01% 1148
2017
Q3 		$12.7M Buy
124,950
+402
+0.3% +$38.4K 0.01% 1081
2017
Q2 		$12.3M Sell
124,548
-19,352
-13% -$2M 0.01% 1105
2017
Q1 		$14.6M Sell
143,900
-235
-0.2% -$24.3K 0.02% 933
2016
Q4 		$16.1M Buy
144,135
+14,200
+11% +$1.45M 0.02% 844
2016
Q3 		$12.5M Buy
129,935
+7,355
+6% +$697K 0.02% 971
2016
Q2 		$10.5M Buy
122,580
+7,405
+6% +$559K 0.01% 1000
2016
Q1 		$7.36M Sell
115,175
-12,119
-10% -$852K 0.01% 1181
2015
Q4 		$9.77M Sell
127,294
-1,966
-2% -$149K 0.01% 970
2015
Q3 		$9.96M Sell
129,260
-120,561
-48% -$10.3M 0.02% 931
2015
Q2 		$22M Sell
249,821
-10,029
-4% -$901K 0.03% 539
2015
Q1 		$24.9M Buy
259,850
+607
+0.2% +$55K 0.04% 460
2014
Q4 		$20.7M Sell
259,243
-2,792
-1% -$203K 0.03% 526
2014
Q3 		$17.9M Sell
262,035
-8,403
-3% -$506K 0.03% 564
2014
Q2 		$16.2M Sell
270,438
-15,085
-5% -$865K 0.03% 643
2014
Q1 		$16.8M Buy
285,523
+3,850
+1% +$210K 0.03% 599
2013
Q4 		$14.1M Buy
281,673
+11,887
+4% +$524K 0.03% 669
2013
Q3 		$10.8M Buy
269,786
+2,102
+0.8% +$84.7K 0.02% 766
2013
Q2 		$10.5M Buy
+267,684
New +$9.82M 0.02% 735

Other funds holding JACK

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
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $696M AUM 46.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Principal Financial Group's JACK Position: Q1 2026 in Review

Principal Financial Group sold out of Jack in the Box (JACK) in Q1 2026, closing a stake of 82,209 shares — an estimated $1.56M sold.

Principal Financial Group first reported a position in JACK in Q2 2013 and held it in 51 quarters. The position peaked at $24.9M in Q1 2015. 138 funds tracked by Wall St. Rank hold JACK as of Q1 2026.

  • Principal Financial Group reported no remaining Jack in the Box position as of Q1 2026 after selling out during the quarter.
  • Principal Financial Group sold 82,209 Jack in the Box shares in Q1 2026, an estimated $1.56M.
  • Principal Financial Group first reported a position in Jack in the Box in Q2 2013 and held it in 51 quarters.
  • Principal Financial Group's Jack in the Box position peaked at $24.9M in Q1 2015.
  • 138 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.