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True Wealth Design’s Jack in the Box JACK Stock Holding History

True Wealth Design’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 		$1.72K Sell
109
-328
-75% -$4.04K ﹤0.01% 1748
2026
Q1 		$4.23K Sell
437
-150
-26% -$2.65K ﹤0.01% 1260
2025
Q4 		$11.1K Buy
587
+245
+72% +$4.43K ﹤0.01% 816
2025
Q3 		$6.76K Hold
342
– – ﹤0.01% 973
2025
Q2 		$5.97K Buy
+342
New +$7.69K ﹤0.01% 740

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

True Wealth Design's JACK Position: Q2 2026 in Review

True Wealth Design reduced its Jack in the Box (JACK) stake by 75% in Q2 2026, selling an estimated $4.04K and leaving 109 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

True Wealth Design first reported a position in JACK in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.1K in Q4 2025. 134 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

  • True Wealth Design held 109 shares of Jack in the Box worth $1.72K as of Q2 2026.
  • True Wealth Design sold 328 Jack in the Box shares in Q2 2026, an estimated $4.04K.
  • Jack in the Box made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1748 holding.
  • True Wealth Design first reported a position in Jack in the Box in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's Jack in the Box position peaked at $11.1K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.