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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
Q2 		– Sell
-8
Closed -$77 – 1827
2026
Q1 		$77 Buy
+8
New +$141 ﹤0.01% 3322

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EARNEST Partners
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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Root Financial Partners's JACK Position: Q2 2026 in Review

Root Financial Partners sold out of Jack in the Box (JACK) in Q2 2026, closing a stake of 8 shares — an estimated $77 sold.

Root Financial Partners first reported a position in JACK in Q1 2026 and held it in 1 quarter. The position peaked at $77 in Q1 2026. 133 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

  • Root Financial Partners reported no remaining Jack in the Box position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 8 Jack in the Box shares in Q2 2026, an estimated $77.
  • Root Financial Partners first reported a position in Jack in the Box in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Jack in the Box position peaked at $77 in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.