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Amalgamated Bank’s Jackson Financial JXN Stock Holding History

Amalgamated Bank’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 		$1.91M Sell
18,638
-1,644
-8% -$178K 0.01% 865
2026
Q1 		$2.14M Buy
20,282
+486
+2% +$54.4K 0.02% 774
2025
Q4 		$2.11M Sell
19,796
-323
-2% -$32.1K 0.02% 803
2025
Q3 		$2.04M Sell
20,119
-281
-1% -$26.3K 0.01% 814
2025
Q2 		$1.81M Sell
20,400
-626
-3% -$50.7K 0.01% 824
2025
Q1 		$1.76M Sell
21,026
-643
-3% -$57.1K 0.02% 823
2024
Q4 		$1.89M Sell
21,669
-582
-3% -$56.8K 0.02% 819
2024
Q3 		$2.03M Buy
22,251
+1,254
+6% +$105K 0.02% 813
2024
Q2 		$1.56M Sell
20,997
-1,816
-8% -$130K 0.01% 914
2024
Q1 		$1.51M Sell
22,813
-4,645
-17% -$252K 0.01% 940
2023
Q4 		$1.41M Sell
27,458
-1,944
-7% -$85.5K 0.01% 1029
2023
Q3 		$1.12M Buy
29,402
+21,708
+282% +$759K 0.01% 1070
2023
Q2 		$236K Sell
7,694
-220
-3% -$7.09K ﹤0.01% 1760
2023
Q1 		$296K Sell
7,914
-1,960
-20% -$80.5K ﹤0.01% 1648
2022
Q4 		$344K Sell
9,874
-4
-0% -$139 ﹤0.01% 1638
2022
Q3 		$274K Buy
9,878
+311
+3% +$9.19K ﹤0.01% 1721
2022
Q2 		$256K Buy
+9,567
New +$349K ﹤0.01% 1767

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Amalgamated Bank's JXN Position: Q2 2026 in Review

Amalgamated Bank reduced its Jackson Financial (JXN) stake by 8.1% in Q2 2026, selling an estimated $178K and leaving 18,638 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #865.

Amalgamated Bank first reported a position in JXN in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.14M in Q1 2026. 258 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Amalgamated Bank held 18,638 shares of Jackson Financial worth $1.91M as of Q2 2026.
  • Amalgamated Bank sold 1,644 Jackson Financial shares in Q2 2026, an estimated $178K.
  • Jackson Financial made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #865 holding.
  • Amalgamated Bank first reported a position in Jackson Financial in Q2 2022 and has held it in 17 quarters since.
  • Amalgamated Bank's Jackson Financial position peaked at $2.14M in Q1 2026.
  • 258 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.