Advisor Resource Council
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Advisor Resource Council’s Jackson Financial JXN Stock Holding History

Advisor Resource Council’s Portfolio JXN Stock Details JXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$219K Buy
+1,634
New +$209K 0.07% 230
2026
Q1 		– Sell
-1,806
Closed -$221K – 259
2025
Q4 		$221K Buy
+1,806
New +$180K 0.08% 224
2025
Q2 		– Sell
-4,043
Closed -$282K – 396
2025
Q1 		$282K Buy
+4,043
New +$359K 0.02% 478

Other funds holding JXN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Advisor Resource Council's JXN Position: Q3 2026 in Review

Advisor Resource Council opened a new position in Jackson Financial (JXN) in Q3 2026: 1,634 shares worth $219K. The stake represents 0.07% of the portfolio and ranks #230 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in JXN as recently as Q4 2025.

Advisor Resource Council first reported a position in JXN in Q1 2025 and has held it in 3 quarters since. The position peaked at $282K in Q1 2025. 293 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • Advisor Resource Council held 1,634 shares of Jackson Financial worth $219K as of Q3 2026.
  • Jackson Financial was a new Advisor Resource Council position in Q3 2026.
  • Jackson Financial made up 0.07% of Advisor Resource Council's portfolio in Q3 2026, its #230 holding.
  • Advisor Resource Council first reported a position in Jackson Financial in Q1 2025 and has held it in 3 quarters since.
  • Advisor Resource Council's Jackson Financial position peaked at $282K in Q1 2025.
  • 293 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on Advisor Resource Council's 13F filing for Q3 2026, filed 5 Nov 2026.