UBS Group
JACK icon

UBS Group’s Jack in the Box JACK Stock Holding History

UBS Group’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
2021
Q3 		– Sell
-30,000
Closed -$3.34M – 9801
2021
Q2 		$3.34M Sell
30,000
-37,100
-55% -$4.34M ﹤0.01% 3082
2021
Q1 		$7.37M Buy
+67,100
New +$6.82M ﹤0.01% 2230
2017
Q2 		– Sell
-5,000
Closed -$509K – 7813
2017
Q1 		$509K Buy
+5,000
New +$518K ﹤0.01% 4032

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 $123B AUM 45.23% 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

UBS Group's JACK Position: Q2 2026 in Review

UBS Group increased its Jack in the Box (JACK) stake by 465% in Q2 2026, buying an estimated $4.5M and bringing the position to 443,755 shares worth $7.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3827.

UBS Group first reported a position in JACK in Q4 2014 and has held it in 47 quarters since. The position peaked at $30.2M in Q1 2025. 133 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

  • UBS Group held 443,755 shares of Jack in the Box worth $7.02M as of Q2 2026.
  • UBS Group bought 365,161 Jack in the Box shares in Q2 2026, an estimated $4.5M.
  • Jack in the Box made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3827 holding.
  • UBS Group first reported a position in Jack in the Box in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Jack in the Box position peaked at $30.2M in Q1 2025.
  • 133 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.