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JXN icon

Bayforest Capital’s Jackson Financial JXN Stock Holding History

Bayforest Capital’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 		$373K Buy
3,642
+3,393
+1,363% +$368K 0.34% 26
2026
Q1 		$26.3K Buy
+249
New +$27.9K 0.03% 694
2025
Q4 		– Sell
-327
Closed -$33.1K – 869
2025
Q3 		$33.1K Buy
327
+276
+541% +$25.8K 0.02% 621
2025
Q2 		$4.53K Buy
+51
New +$4.13K ﹤0.01% 673

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

Bayforest Capital's JXN Position: Q2 2026 in Review

Bayforest Capital increased its Jackson Financial (JXN) stake by 1,363% in Q2 2026, buying an estimated $368K and bringing the position to 3,642 shares worth $373K. The position accounts for 0.34% of the portfolio, ranked #26.

Bayforest Capital first reported a position in JXN in Q2 2025 and has held it in 4 quarters since. 504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Bayforest Capital held 3,642 shares of Jackson Financial worth $373K as of Q2 2026.
  • Bayforest Capital bought 3,393 Jackson Financial shares in Q2 2026, an estimated $368K.
  • Jackson Financial made up 0.34% of Bayforest Capital's portfolio in Q2 2026, its #26 holding.
  • Bayforest Capital first reported a position in Jackson Financial in Q2 2025 and has held it in 4 quarters since.
  • 504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.