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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
-2,500
Closed -$507K – 1266
2024
Q2 		$507K Buy
+2,500
New +$179K 0.01% 861

Other funds holding JXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Beacon Pointe Advisors's JXN Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Jackson Financial (JXN) stake by 8.2% in Q1 2026, buying an estimated $549K and bringing the position to 64,380 shares worth $6.81M. The position accounts for 0.04% of the portfolio, ranked #399.

Beacon Pointe Advisors first reported a position in JXN in Q3 2023 and has held it in 11 quarters since. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Beacon Pointe Advisors held 64,380 shares of Jackson Financial worth $6.81M as of Q1 2026.
  • Beacon Pointe Advisors bought 4,906 Jackson Financial shares in Q1 2026, an estimated $549K.
  • Jackson Financial made up 0.04% of Beacon Pointe Advisors's portfolio in Q1 2026, its #399 holding.
  • Beacon Pointe Advisors first reported a position in Jackson Financial in Q3 2023 and has held it in 11 quarters since.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.