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TD Private Client Wealth’s Jack in the Box JACK Stock Holding History

TD Private Client Wealth’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
-72
Closed -$1.36K – 1706
2025
Q4 		$1.36K Buy
72
+11
+18% +$199 ﹤0.01% 1323
2025
Q3 		$1.21K Buy
+61
New +$1.21K ﹤0.01% 1313
2020
Q1 		– Sell
-871
Closed -$68K – 1106
2019
Q4 		$68K Buy
+871
New +$72.1K ﹤0.01% 564

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

TD Private Client Wealth's JACK Position: Q1 2026 in Review

TD Private Client Wealth sold out of Jack in the Box (JACK) in Q1 2026, closing a stake of 72 shares — an estimated $1.36K sold.

TD Private Client Wealth first reported a position in JACK in Q4 2019 and held it in 3 quarters. The position peaked at $68K in Q4 2019. 138 funds tracked by Wall St. Rank hold JACK as of Q1 2026.

  • TD Private Client Wealth reported no remaining Jack in the Box position as of Q1 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 72 Jack in the Box shares in Q1 2026, an estimated $1.36K.
  • TD Private Client Wealth first reported a position in Jack in the Box in Q4 2019 and held it in 3 quarters.
  • TD Private Client Wealth's Jack in the Box position peaked at $68K in Q4 2019.
  • 138 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.