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Atria Investments’s Jackson Financial JXN Stock Holding History

Atria Investments’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 		$875K Sell
8,545
-443
-5% -$48K 0.01% 1185
2026
Q1 		$950K Sell
8,988
-1,119
-11% -$125K 0.01% 1082
2025
Q4 		$1.08M Buy
10,107
+761
+8% +$75.7K 0.01% 1020
2025
Q3 		$946K Buy
9,346
+729
+8% +$68.1K 0.01% 1083
2025
Q2 		$765K Buy
8,617
+1,144
+15% +$92.7K 0.01% 1187
2025
Q1 		$626K Buy
7,473
+254
+4% +$22.6K 0.01% 1236
2024
Q4 		$629K Buy
7,219
+1,773
+33% +$173K 0.01% 1210
2024
Q3 		$497K Buy
5,446
+1,433
+36% +$120K 0.01% 1318
2024
Q2 		$298K Buy
+4,013
New +$287K ﹤0.01% 1589

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 $3.38T AUM 44.17% 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

Atria Investments's JXN Position: Q2 2026 in Review

Atria Investments reduced its Jackson Financial (JXN) stake by 4.9% in Q2 2026, selling an estimated $48K and leaving 8,545 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #1185.

Atria Investments first reported a position in JXN in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Atria Investments held 8,545 shares of Jackson Financial worth $875K as of Q2 2026.
  • Atria Investments sold 443 Jackson Financial shares in Q2 2026, an estimated $48K.
  • Jackson Financial made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1185 holding.
  • Atria Investments first reported a position in Jackson Financial in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's Jackson Financial position peaked at $1.08M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.