Steward Partners Investment Advisory’s Jack in the Box JACK Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-4	Closed	-$76	–	4503
2025 Q4	$76	Buy	+4	New	+$72	﹤0.01%	4233
2024 Q4	–	Sell	-64	Closed	-$2.98K	–	4033
2024 Q3	$2.98K	Sell	64 -250	-80%	-$12.6K	﹤0.01%	3349
2024 Q2	$16K	Hold	314	–	–	﹤0.01%	2612
2024 Q1	$21.5K	Hold	314	–	–	﹤0.01%	2498
2023 Q4	$25.6K	Buy	314 +64	+26%	+$4.53K	﹤0.01%	2291
2023 Q3	$17.3K	Buy	+250	New	+$21.3K	﹤0.01%	2384
2020 Q2	–	Sell	-141	Closed	-$4K	–	2704
2020 Q1	$4K	Buy	141 +77	+120%	+$5.24K	﹤0.01%	2145
2019 Q4	$4K	Buy	64 +3	+5%	+$248	﹤0.01%	2306
2019 Q3	$5K	Hold	61	–	–	﹤0.01%	2245
2019 Q2	$4K	Buy	+61	New	+$4.93K	﹤0.01%	2279
2018 Q1	–	Sell	-62	Closed	-$6K	–	2267
2017 Q4	$6K	Hold	62	–	–	﹤0.01%	1466
2017 Q3	$6K	Hold	62	–	–	﹤0.01%	1244
2017 Q2	$6K	Hold	62	–	–	﹤0.01%	1175
2017 Q1	$6K	Buy	+62	New	+$6.42K	﹤0.01%	1075

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

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

IIA

IPG Investment Advisors San Diego, California $696M AUM 46.48% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Steward Partners Investment Advisory's JACK Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Jack in the Box (JACK) in Q1 2026, closing a stake of 4 shares — an estimated $76 sold.

Steward Partners Investment Advisory first reported a position in JACK in Q1 2017 and held it in 14 quarters. The position peaked at $25.6K in Q4 2023. 138 funds tracked by Wall St. Rank hold JACK as of Q1 2026.

Steward Partners Investment Advisory reported no remaining Jack in the Box position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 4 Jack in the Box shares in Q1 2026, an estimated $76.
Steward Partners Investment Advisory first reported a position in Jack in the Box in Q1 2017 and held it in 14 quarters.
Steward Partners Investment Advisory's Jack in the Box position peaked at $25.6K in Q4 2023.
138 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.