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 Q3	–	Sell	-109	Closed	-$1.72K	–	2682
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

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

True Wealth Design's JACK Position: Q3 2026 in Review

True Wealth Design sold out of Jack in the Box (JACK) in Q3 2026, closing a stake of 109 shares — an estimated $1.72K sold.

True Wealth Design first reported a position in JACK in Q2 2025 and held it in 5 quarters. The position peaked at $11.1K in Q4 2025. 6 funds tracked by Wall St. Rank hold JACK as of Q3 2026.

True Wealth Design reported no remaining Jack in the Box position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 109 Jack in the Box shares in Q3 2026, an estimated $1.72K.
True Wealth Design first reported a position in Jack in the Box in Q2 2025 and held it in 5 quarters.
True Wealth Design's Jack in the Box position peaked at $11.1K in Q4 2025.
6 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.