AG
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Algert Global’s Jackson Financial JXN Stock Holding History

Algert Global’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 		$37.5M Buy
366,243
+163,006
+80% +$17.7M 0.44% 8
2026
Q1 		$21.5M Sell
203,237
-73,557
-27% -$8.23M 0.32% 51
2025
Q4 		$29.5M Buy
276,794
+35,290
+15% +$3.51M 0.46% 18
2025
Q3 		$24.4M Buy
241,504
+43,239
+22% +$4.04M 0.41% 22
2025
Q2 		$17.6M Buy
198,265
+85,218
+75% +$6.9M 0.37% 32
2025
Q1 		$9.47M Buy
113,047
+47,070
+71% +$4.18M 0.23% 103
2024
Q4 		$5.75M Buy
65,977
+55,390
+523% +$5.41M 0.14% 245
2024
Q3 		$966K Sell
10,587
-22,070
-68% -$1.84M 0.03% 753
2024
Q2 		$2.43M Sell
32,657
-23,523
-42% -$1.68M 0.08% 408
2024
Q1 		$3.72M Buy
56,180
+22,530
+67% +$1.22M 0.15% 237
2023
Q4 		$1.72M Buy
+33,650
New +$1.48M 0.07% 463
2023
Q1 		– Sell
-6,270
Closed -$218K – 1224
2022
Q4 		$218K Buy
+6,270
New +$218K 0.01% 995

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

Algert Global's JXN Position: Q2 2026 in Review

Algert Global increased its Jackson Financial (JXN) stake by 80% in Q2 2026, buying an estimated $17.7M and bringing the position to 366,243 shares worth $37.5M. The position accounts for 0.44% of the portfolio, ranked #8.

Algert Global first reported a position in JXN in Q4 2022 and has held it in 12 quarters since. 505 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Algert Global held 366,243 shares of Jackson Financial worth $37.5M as of Q2 2026.
  • Algert Global bought 163,006 Jackson Financial shares in Q2 2026, an estimated $17.7M.
  • Jackson Financial made up 0.44% of Algert Global's portfolio in Q2 2026, its #8 holding.
  • Algert Global first reported a position in Jackson Financial in Q4 2022 and has held it in 12 quarters since.
  • 505 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.