Beacon Pointe Advisors’s Jackson Financial JXN Stock Holding History

Beacon Pointe Advisors’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	$6.61M	Buy	64,559 +179	+0.3%	+$19.4K	0.03%	441
2026 Q1	$6.81M	Buy	64,380 +4,906	+8%	+$549K	0.04%	399
2025 Q4	$6.34M	Sell	59,474 -371	-0.6%	-$36.9K	0.04%	335
2025 Q3	$6.06M	Sell	59,845 -2,923	-5%	-$273K	0.05%	313
2025 Q2	$5.57M	Buy	62,768 +655	+1%	+$53.1K	0.06%	289
2025 Q1	$5.2M	Buy	62,113 +513	+0.8%	+$45.6K	0.06%	290
2024 Q4	$5.36M	Sell	61,600 -566	-0.9%	-$55.3K	0.06%	270
2024 Q3	$5.67M	Sell	62,166 -1,593	-2%	-$133K	0.07%	260
2024 Q2	$4.73M	Sell	63,759 -20,300	-24%	-$1.45M	0.06%	293
2024 Q1	$5.56M	Sell	84,059 -2,484	-3%	-$135K	0.06%	267
2023 Q4	$4.43M	Buy	86,543 +83	+0.1%	+$3.65K	0.05%	309
2023 Q3	$3.3M	Buy	+86,460	New	+$3.02M	0.04%	355

Other funds holding JXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beacon Pointe Advisors's JXN Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Jackson Financial (JXN) stake by 0.28% in Q2 2026, buying an estimated $19.4K and bringing the position to 64,559 shares worth $6.61M. The position accounts for 0.03% of the portfolio, ranked #441.

Beacon Pointe Advisors first reported a position in JXN in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.81M in Q1 2026. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Beacon Pointe Advisors held 64,559 shares of Jackson Financial worth $6.61M as of Q2 2026.
Beacon Pointe Advisors bought 179 Jackson Financial shares in Q2 2026, an estimated $19.4K.
Jackson Financial made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #441 holding.
Beacon Pointe Advisors first reported a position in Jackson Financial in Q3 2023 and has held it in 12 quarters since.
Beacon Pointe Advisors's Jackson Financial position peaked at $6.81M in Q1 2026.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.