Baird Financial Group
JXN icon

Baird Financial Group’s Jackson Financial JXN Stock Holding History

Baird Financial Group’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 		$671K Sell
6,553
-156
-2% -$16.9K ﹤0.01% 1450
2026
Q1 		$709K Sell
6,709
-162
-2% -$18.1K ﹤0.01% 1370
2025
Q4 		$733K Sell
6,871
-795
-10% -$79.1K ﹤0.01% 1346
2025
Q3 		$776K Sell
7,666
-295
-4% -$27.6K ﹤0.01% 1338
2025
Q2 		$707K Sell
7,961
-720
-8% -$58.3K ﹤0.01% 1306
2025
Q1 		$727K Sell
8,681
-119
-1% -$10.6K ﹤0.01% 1279
2024
Q4 		$766K Sell
8,800
-448
-5% -$43.7K ﹤0.01% 1258
2024
Q3 		$844K Sell
9,248
-633
-6% -$52.8K ﹤0.01% 1228
2024
Q2 		$734K Sell
9,881
-22
-0.2% -$1.57K ﹤0.01% 1273
2024
Q1 		$655K Hold
9,903
– – ﹤0.01% 1293
2023
Q4 		$507K Sell
9,903
-209
-2% -$9.2K ﹤0.01% 1350
2023
Q3 		$386K Buy
10,112
+1,044
+12% +$36.5K ﹤0.01% 1429
2023
Q2 		$278K Sell
9,068
-671
-7% -$21.6K ﹤0.01% 1526
2023
Q1 		$364K Buy
9,739
+3,947
+68% +$162K ﹤0.01% 1426
2022
Q4 		$201K Buy
+5,792
New +$201K ﹤0.01% 1603
2022
Q2 		– Sell
-5,168
Closed -$229K – 1820
2022
Q1 		$229K Buy
5,168
+161
+3% +$6.71K ﹤0.01% 1710
2021
Q4 		$209K Buy
+5,007
New +$164K ﹤0.01% 1806

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

Baird Financial Group's JXN Position: Q2 2026 in Review

Baird Financial Group reduced its Jackson Financial (JXN) stake by 2.3% in Q2 2026, selling an estimated $16.9K and leaving 6,553 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Baird Financial Group first reported a position in JXN in Q4 2021 and has held it in 17 quarters since. The position peaked at $844K in Q3 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Baird Financial Group held 6,553 shares of Jackson Financial worth $671K as of Q2 2026.
  • Baird Financial Group sold 156 Jackson Financial shares in Q2 2026, an estimated $16.9K.
  • Jackson Financial made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1450 holding.
  • Baird Financial Group first reported a position in Jackson Financial in Q4 2021 and has held it in 17 quarters since.
  • Baird Financial Group's Jackson Financial position peaked at $844K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.