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JACK icon

Principal Securities’s Jack in the Box JACK Stock Holding History

Principal Securities’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
Q4 		– Sell
-547
Closed -$10.8K – 2478
2025
Q3 		$10.8K Buy
547
+50
+10% +$993 ﹤0.01% 2682
2025
Q2 		$8.68K Buy
497
+217
+78% +$4.88K ﹤0.01% 2668
2025
Q1 		$11.7K Hold
280
– – ﹤0.01% 2456
2024
Q4 		$11.7K Sell
280
-20
-7% -$923 ﹤0.01% 2452
2024
Q3 		$14K Buy
300
+17
+6% +$854 ﹤0.01% 2287
2024
Q2 		$14.4K Buy
283
+84
+42% +$4.72K ﹤0.01% 2229
2024
Q1 		$13.6K Sell
199
-4
-2% -$301 ﹤0.01% 2193
2023
Q4 		$16.6K Buy
+203
New +$14.4K ﹤0.01% 2025

Other funds holding JACK

CCM
Callodine Capital Management Boston, Massachusetts $1.42B AUM 8.74% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return