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Sunbelt Securities’s Jack in the Box JACK Stock Holding History

Sunbelt Securities’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 		$2.42K Hold
250
– – ﹤0.01% 1879
2025
Q4 		$4.74K Buy
+250
New +$4.52K ﹤0.01% 1659

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LSV Asset Management
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
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Sunbelt Securities's JACK Position: Q1 2026 in Review

Sunbelt Securities held its Jack in the Box (JACK) position steady in Q1 2026 at 250 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Sunbelt Securities first reported a position in JACK in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.74K in Q4 2025. 138 funds tracked by Wall St. Rank hold JACK as of Q1 2026.

  • Sunbelt Securities held 250 shares of Jack in the Box worth $2.42K as of Q1 2026.
  • Sunbelt Securities left its Jack in the Box share count unchanged in Q1 2026.
  • Jack in the Box made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1879 holding.
  • Sunbelt Securities first reported a position in Jack in the Box in Q4 2025 and has held it in 2 quarters since.
  • Sunbelt Securities's Jack in the Box position peaked at $4.74K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.