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
2025 Q1	–	Sell	-26,400	Closed	-$1.1M	–	7145
2024 Q4	$1.1M	Buy	+26,400	New	+$1.22M	﹤0.01%	3641
2024 Q1	–	Sell	-4,300	Closed	-$351K	–	7612
2023 Q4	$351K	Buy	+4,300	New	+$304K	﹤0.01%	4108
2018 Q4	–	Sell	-31,000	Closed	-$36K	–	6505
2018 Q3	$36K	Buy	+31,000	New	+$2.68M	﹤0.01%	5694
2018 Q2	–	Sell	-805,500	Closed	-$1.56M	–	6439
2018 Q1	$1.56M	Buy	+805,500	New	+$72.1M	﹤0.01%	3568

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

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.