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Advisortrust Partners’s Jackson Financial JXN Stock Holding History

Advisortrust Partners’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
Q2 		$378K Buy
+3,692
New +$400K 0.13% 130
2026
Q1 		– Sell
-3,671
Closed -$391K – 261
2025
Q4 		$391K Buy
+3,671
New +$365K 0.17% 88

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisortrust Partners's JXN Position: Q2 2026 in Review

Advisortrust Partners opened a new position in Jackson Financial (JXN) in Q2 2026: 3,692 shares worth $378K. The stake represents 0.13% of the portfolio and ranks #130 among its holdings. This is a return to the name: Advisortrust Partners previously reported a position in JXN as recently as Q4 2025.

Advisortrust Partners first reported a position in JXN in Q4 2025 and has held it in 2 quarters since. The position peaked at $391K in Q4 2025. 503 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Advisortrust Partners held 3,692 shares of Jackson Financial worth $378K as of Q2 2026.
  • Jackson Financial was a new Advisortrust Partners position in Q2 2026.
  • Jackson Financial made up 0.13% of Advisortrust Partners's portfolio in Q2 2026, its #130 holding.
  • Advisortrust Partners first reported a position in Jackson Financial in Q4 2025 and has held it in 2 quarters since.
  • Advisortrust Partners's Jackson Financial position peaked at $391K in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.