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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 $1.53B 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principal Securities's JACK Position: Q4 2025 in Review

Principal Securities sold out of Jack in the Box (JACK) in Q4 2025, closing a stake of 547 shares — an estimated $10.8K sold.

Principal Securities first reported a position in JACK in Q4 2023 and held it in 8 quarters. The position peaked at $16.6K in Q4 2023. 156 funds tracked by Wall St. Rank hold JACK as of Q4 2025.

  • Principal Securities reported no remaining Jack in the Box position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 547 Jack in the Box shares in Q4 2025, an estimated $10.8K.
  • Principal Securities first reported a position in Jack in the Box in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Jack in the Box position peaked at $16.6K in Q4 2023.
  • 156 funds tracked by Wall St. Rank held Jack in the Box as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.