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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
2024
Q3 		– Sell
-200
Closed -$14.9K – 1265
2024
Q2 		$14.9K Sell
200
-500
-71% -$35.7K ﹤0.01% 1258
2024
Q1 		$46.3K Buy
+700
New +$38K ﹤0.01% 1331

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

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.