Wells Fargo
JACK icon

Wells Fargo’s Jack in the Box JACK Stock Holding History

Wells Fargo’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
2019
Q1 		– Sell
-22,500
Closed -$3K – 6250
2018
Q4 		$3K Sell
22,500
-16,000
-42% -$1.3M ﹤0.01% 6146
2018
Q3 		$26K Buy
+38,500
New +$3.33M ﹤0.01% 5764

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

Wells Fargo's JACK Position: Q1 2026 in Review

Wells Fargo reduced its Jack in the Box (JACK) stake by 0.34% in Q1 2026, selling an estimated $6.88K and leaving 113,698 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3685.

Wells Fargo first reported a position in JACK in Q2 2013 and has held it in 52 quarters since. The position peaked at $158M in Q4 2015. 138 funds tracked by Wall St. Rank hold JACK as of Q1 2026.

  • Wells Fargo held 113,698 shares of Jack in the Box worth $1.1M as of Q1 2026.
  • Wells Fargo sold 389 Jack in the Box shares in Q1 2026, an estimated $6.88K.
  • Jack in the Box made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #3685 holding.
  • Wells Fargo first reported a position in Jack in the Box in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Jack in the Box position peaked at $158M in Q4 2015.
  • 138 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.