Bare Financial Services
JXN icon

Bare Financial Services’s Jackson Financial JXN Stock Holding History

Bare Financial Services’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
Q3 		$18.2K Buy
141
+64
+83% +$8.2K ﹤0.01% 331
2026
Q2 		$7.88K Buy
77
+23
+43% +$2.49K ﹤0.01% 681
2026
Q1 		$5.71K Hold
54
– – ﹤0.01% 589
2025
Q4 		$5.76K Buy
54
+2
+4% +$199 ﹤0.01% 483
2025
Q3 		$5.26K Buy
52
+28
+117% +$2.62K ﹤0.01% 514
2025
Q2 		$2.13K Hold
24
– – ﹤0.01% 742
2025
Q1 		$2.01K Buy
+24
New +$2.13K ﹤0.01% 269

Other funds holding JXN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Bare Financial Services's JXN Position: Q3 2026 in Review

Bare Financial Services increased its Jackson Financial (JXN) stake by 83% in Q3 2026, buying an estimated $8.2K and bringing the position to 141 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Bare Financial Services first reported a position in JXN in Q1 2025 and has held it in 7 quarters since. 262 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • Bare Financial Services held 141 shares of Jackson Financial worth $18.2K as of Q3 2026.
  • Bare Financial Services bought 64 Jackson Financial shares in Q3 2026, an estimated $8.2K.
  • Jackson Financial made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #331 holding.
  • Bare Financial Services first reported a position in Jackson Financial in Q1 2025 and has held it in 7 quarters since.
  • 262 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.