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

CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

UBS Group's JACK Position: Q1 2026 in Review

UBS Group reduced its Jack in the Box (JACK) stake by 71% in Q1 2026, selling an estimated $3.34M and leaving 78,594 shares worth $760K. The position accounts for ﹤0.01% of the portfolio, ranked #5763.

UBS Group first reported a position in JACK in Q4 2014 and has held it in 46 quarters since. The position peaked at $30.2M in Q1 2025. 138 funds tracked by Wall St. Rank hold JACK as of Q1 2026.

  • UBS Group held 78,594 shares of Jack in the Box worth $760K as of Q1 2026.
  • UBS Group sold 188,680 Jack in the Box shares in Q1 2026, an estimated $3.34M.
  • Jack in the Box made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5763 holding.
  • UBS Group first reported a position in Jack in the Box in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Jack in the Box position peaked at $30.2M in Q1 2025.
  • 138 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.