Root Financial Partners’s Jack in the Box JACK Stock Holding History

Root Financial Partners’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	$77	Buy	+8	New	+$141	﹤0.01%	3322

Other funds holding JACK

CCM

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Root Financial Partners's JACK Position: Q1 2026 in Review

Root Financial Partners opened a new position in Jack in the Box (JACK) in Q1 2026: 8 shares worth $77. The stake represents ﹤0.01% of the portfolio and ranks #3322 among its holdings.

138 funds tracked by Wall St. Rank hold JACK as of Q1 2026.

Root Financial Partners held 8 shares of Jack in the Box worth $77 as of Q1 2026.
Jack in the Box was a new Root Financial Partners position in Q1 2026.
Jack in the Box made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3322 holding.
138 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.