Benjamin Edwards Inc’s Jackson Financial JXN Stock Holding History

Benjamin Edwards Inc’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	$847K	Buy	8,269 +270	+3%	+$29.3K	0.01%	864
2026 Q1	$846K	Sell	7,999 -160	-2%	-$17.9K	0.01%	815
2025 Q4	$870K	Sell	8,159 -34	-0.4%	-$3.38K	0.01%	758
2025 Q3	$829K	Buy	8,193 +229	+3%	+$21.4K	0.01%	756
2025 Q2	$707K	Sell	7,964 -24	-0.3%	-$1.94K	0.01%	742
2025 Q1	$669K	Sell	7,988 -535	-6%	-$47.5K	0.01%	706
2024 Q4	$742K	Sell	8,523 -391	-4%	-$38.2K	0.01%	709
2024 Q3	$813K	Buy	+8,914	New	+$744K	0.01%	648

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

Benjamin Edwards Inc's JXN Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Jackson Financial (JXN) stake by 3.4% in Q2 2026, buying an estimated $29.3K and bringing the position to 8,269 shares worth $847K. The position accounts for 0.01% of the portfolio, ranked #864.

Benjamin Edwards Inc first reported a position in JXN in Q3 2024 and has held it in 8 quarters since. The position peaked at $870K in Q4 2025. 504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Benjamin Edwards Inc held 8,269 shares of Jackson Financial worth $847K as of Q2 2026.
Benjamin Edwards Inc bought 270 Jackson Financial shares in Q2 2026, an estimated $29.3K.
Jackson Financial made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #864 holding.
Benjamin Edwards Inc first reported a position in Jackson Financial in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's Jackson Financial position peaked at $870K in Q4 2025.
504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.