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Transamerica Financial Advisors’s Jack in the Box JACK Stock Holding History

Transamerica Financial Advisors’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
Q2 		$268 Buy
+17
New +$210 ﹤0.01% 1814
2026
Q1 		– Sell
-6
Closed -$114 – 2021
2025
Q4 		$114 Buy
+6
New +$109 ﹤0.01% 1641
2015
Q4 		– Sell
-760
Closed -$59K – 852
2015
Q3 		$59K Buy
760
+115
+18% +$9.81K ﹤0.01% 364
2015
Q2 		$57K Buy
645
+592
+1,117% +$53.2K ﹤0.01% 429
2015
Q1 		$6K Buy
+53
New +$4.8K ﹤0.01% 680

Other funds holding JACK

NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Transamerica Financial Advisors's JACK Position: Q2 2026 in Review

Transamerica Financial Advisors opened a new position in Jack in the Box (JACK) in Q2 2026: 17 shares worth $268. The stake represents ﹤0.01% of the portfolio and ranks #1814 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in JACK as recently as Q4 2025.

Transamerica Financial Advisors first reported a position in JACK in Q1 2015 and has held it in 5 quarters since. The position peaked at $59K in Q3 2015. 134 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

  • Transamerica Financial Advisors held 17 shares of Jack in the Box worth $268 as of Q2 2026.
  • Jack in the Box was a new Transamerica Financial Advisors position in Q2 2026.
  • Jack in the Box made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1814 holding.
  • Transamerica Financial Advisors first reported a position in Jack in the Box in Q1 2015 and has held it in 5 quarters since.
  • Transamerica Financial Advisors's Jack in the Box position peaked at $59K in Q3 2015.
  • 134 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.