Bessemer Group

Bessemer Group’s Jackson Financial JXN Stock Holding History

Bessemer Group’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 Q1	$10.3M	Buy	97,010 +16,849	+21%	+$1.88M	0.02%	342
2025 Q4	$8.55M	Buy	80,161 +79,757	+19,742%	+$7.93M	0.01%	348
2025 Q3	$41K	Buy	404 +129	+47%	+$12.1K	﹤0.01%	1490
2025 Q2	$24K	Buy	275 +3	+1%	+$243	﹤0.01%	1517
2025 Q1	$23K	Buy	272 +39	+17%	+$3.46K	﹤0.01%	1499
2024 Q4	$20K	Buy	233 +89	+62%	+$8.69K	﹤0.01%	1524
2024 Q3	$13K	Buy	144 +80	+125%	+$6.67K	﹤0.01%	1599
2024 Q2	$5K	Hold	64	–	–	﹤0.01%	1690
2024 Q1	$4K	Hold	64	–	–	﹤0.01%	1773
2023 Q4	$3K	Hold	64	–	–	﹤0.01%	1925
2023 Q3	$2K	Sell	64 -7	-10%	-$245	﹤0.01%	1997
2023 Q2	$2K	Buy	71 +70	+7,000%	+$2.25K	﹤0.01%	2044
2023 Q1	$0	Buy	+1	New	+$41	﹤0.01%	2038
2022 Q2	–	Sell	-68	Closed	-$3K	–	1966
2022 Q1	$3K	Hold	68	–	–	﹤0.01%	1683
2021 Q4	$3K	Buy	68 +23	+51%	+$754	﹤0.01%	1720
2021 Q3	$1K	Buy	+45	New	+$1.22K	﹤0.01%	1628

Other funds holding JXN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return