Tompkins Financial’s Jack in the Box JACK Stock Holding History

Tompkins Financial’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	-30	Closed	-$569	–	628
2025 Q4	$569	Buy	+30	New	+$543	﹤0.01%	615

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

Tompkins Financial's JACK Position: Q1 2026 in Review

Tompkins Financial sold out of Jack in the Box (JACK) in Q1 2026, closing a stake of 30 shares — an estimated $569 sold.

Tompkins Financial first reported a position in JACK in Q4 2025 and held it in 1 quarter. The position peaked at $569 in Q4 2025. 138 funds tracked by Wall St. Rank hold JACK as of Q1 2026.

Tompkins Financial reported no remaining Jack in the Box position as of Q1 2026 after selling out during the quarter.
Tompkins Financial sold 30 Jack in the Box shares in Q1 2026, an estimated $569.
Tompkins Financial first reported a position in Jack in the Box in Q4 2025 and held it in 1 quarter.
Tompkins Financial's Jack in the Box position peaked at $569 in Q4 2025.
138 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2026.

Based on Tompkins Financial's 13F filing for Q1 2026, filed 9 Apr 2026.