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Bay Harbor Wealth Management’s Jackson Financial JXN Stock Holding History

Bay Harbor Wealth Management’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 		$1.74K Buy
17
+5
+42% +$542 ﹤0.01% 693
2026
Q1 		$1.27K Buy
12
+4
+50% +$447 ﹤0.01% 685
2025
Q4 		$853 Buy
8
+4
+100% +$398 ﹤0.01% 682
2025
Q3 		$404 Buy
4
+1
+33% +$93 ﹤0.01% 800
2025
Q2 		$266 Hold
3
– – ﹤0.01% 833
2025
Q1 		$251 Buy
+3
New +$266 ﹤0.01% 602

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

Bay Harbor Wealth Management's JXN Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Jackson Financial (JXN) stake by 42% in Q2 2026, buying an estimated $542 and bringing the position to 17 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Bay Harbor Wealth Management first reported a position in JXN in Q1 2025 and has held it in 6 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Bay Harbor Wealth Management held 17 shares of Jackson Financial worth $1.74K as of Q2 2026.
  • Bay Harbor Wealth Management bought 5 Jackson Financial shares in Q2 2026, an estimated $542.
  • Jackson Financial made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #693 holding.
  • Bay Harbor Wealth Management first reported a position in Jackson Financial in Q1 2025 and has held it in 6 quarters since.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.