Root Financial Partners
JACK icon

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
Q3 		$198 Buy
+15
New +$234 ﹤0.01% 3510
2026
Q2 		– Sell
-8
Closed -$77 – 1827
2026
Q1 		$77 Buy
+8
New +$141 ﹤0.01% 3322

Other funds holding JACK

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $704M AUM 30.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's JACK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Jack in the Box (JACK) in Q3 2026: 15 shares worth $198. The stake represents ﹤0.01% of the portfolio and ranks #3510 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JACK as recently as Q1 2026.

Root Financial Partners first reported a position in JACK in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold JACK as of Q3 2026.

  • Root Financial Partners held 15 shares of Jack in the Box worth $198 as of Q3 2026.
  • Jack in the Box was a new Root Financial Partners position in Q3 2026.
  • Jack in the Box made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3510 holding.
  • Root Financial Partners first reported a position in Jack in the Box in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.