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Private Wealth Management Group’s Jack in the Box JACK Stock Holding History

Private Wealth Management 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
2025
Q4 		– Sell
-33
Closed -$653 – 1507
2025
Q3 		$653 Hold
33
– – ﹤0.01% 1381
2025
Q2 		$577 Buy
+33
New +$742 ﹤0.01% 1399
2024
Q3 		– Sell
-79
Closed -$4.03K – 1526
2024
Q2 		$4.03K Buy
+79
New +$4.44K ﹤0.01% 788

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

Private Wealth Management Group's JACK Position: Q4 2025 in Review

Private Wealth Management Group sold out of Jack in the Box (JACK) in Q4 2025, closing a stake of 33 shares — an estimated $653 sold.

Private Wealth Management Group first reported a position in JACK in Q2 2024 and held it in 3 quarters. The position peaked at $4.03K in Q2 2024. 156 funds tracked by Wall St. Rank hold JACK as of Q4 2025.

  • Private Wealth Management Group reported no remaining Jack in the Box position as of Q4 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 33 Jack in the Box shares in Q4 2025, an estimated $653.
  • Private Wealth Management Group first reported a position in Jack in the Box in Q2 2024 and held it in 3 quarters.
  • Private Wealth Management Group's Jack in the Box position peaked at $4.03K in Q2 2024.
  • 156 funds tracked by Wall St. Rank held Jack in the Box as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.