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	-252,100	Closed	-$28.1M	–	9802
2021 Q2	$28.1M	Buy	+252,100	New	+$29.5M	0.01%	1227
2017 Q2	–	Sell	-117,500	Closed	-$12M	–	7814
2017 Q1	$12M	Buy	117,500 +101,200	+621%	+$10.5M	0.01%	1358
2016 Q4	$1.82M	Buy	16,300 +8,300	+104%	+$848K	﹤0.01%	2991
2016 Q3	$768K	Sell	8,000 -19,000	-70%	-$1.8M	﹤0.01%	3608
2016 Q2	$2.32M	Buy	+27,000	New	+$2.04M	﹤0.01%	2649
2015 Q1	–	Sell	-100	Closed	-$8K	–	9058
2014 Q4	$8K	Buy	+100	New	+$7.29K	﹤0.01%	8584

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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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.