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Advisory Research’s Jackson Financial JXN Stock Holding History

Advisory Research’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 		$993K Buy
9,700
+92
+1% +$9.97K 0.1% 109
2026
Q1 		$1.02M Buy
+9,608
New +$1.07M 0.12% 110

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

Advisory Research's JXN Position: Q2 2026 in Review

Advisory Research increased its Jackson Financial (JXN) stake by 0.96% in Q2 2026, buying an estimated $9.97K and bringing the position to 9,700 shares worth $993K. The position accounts for 0.1% of the portfolio, ranked #109.

Advisory Research first reported a position in JXN in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.02M in Q1 2026. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Advisory Research held 9,700 shares of Jackson Financial worth $993K as of Q2 2026.
  • Advisory Research bought 92 Jackson Financial shares in Q2 2026, an estimated $9.97K.
  • Jackson Financial made up 0.1% of Advisory Research's portfolio in Q2 2026, its #109 holding.
  • Advisory Research first reported a position in Jackson Financial in Q1 2026 and has held it in 2 quarters since.
  • Advisory Research's Jackson Financial position peaked at $1.02M in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.