CIAS
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Capital Investment Advisory Services’s Jackson Financial JXN Stock Holding History

Capital Investment Advisory Services’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 		$2.21M Sell
21,541
-201
-0.9% -$21.8K 0.14% 174
2026
Q1 		$2.3M Sell
21,742
-6,499
-23% -$727K 0.17% 135
2025
Q4 		$3.01M Sell
28,241
-295
-1% -$29.3K 0.21% 109
2025
Q3 		$2.89M Buy
28,536
+5,955
+26% +$556K 0.23% 108
2025
Q2 		$2M Hold
22,581
– – 0.16% 143
2025
Q1 		$1.89M Sell
22,581
-112
-0.5% -$9.95K 0.17% 142
2024
Q4 		$1.98M Sell
22,693
-1,235
-5% -$121K 0.19% 121
2024
Q3 		$2.18M Sell
23,928
-145
-0.6% -$12.1K 0.21% 113
2024
Q2 		$1.79M Sell
24,073
-171
-0.7% -$12.2K 0.18% 118
2024
Q1 		$1.6M Sell
24,244
-3,460
-12% -$188K 0.17% 136
2023
Q4 		$1.42M Sell
27,704
-41,721
-60% -$1.84M 0.13% 146
2023
Q3 		$2.65M Sell
69,425
-240
-0.3% -$8.39K 0.26% 67
2023
Q2 		$2.13M Buy
69,665
+31,990
+85% +$1.03M 0.21% 84
2023
Q1 		$1.41M Buy
37,675
+8,458
+29% +$347K 0.17% 125
2022
Q4 		$1.02M Buy
29,217
+8,865
+44% +$308K 0.12% 160
2022
Q3 		$565K Buy
+20,352
New +$601K 0.07% 229

Other funds holding JXN

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

Capital Investment Advisory Services's JXN Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Jackson Financial (JXN) stake by 0.92% in Q2 2026, selling an estimated $21.8K and leaving 21,541 shares worth $2.21M. The position accounts for 0.14% of the portfolio, ranked #174.

Capital Investment Advisory Services first reported a position in JXN in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.01M in Q4 2025. 138 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Capital Investment Advisory Services held 21,541 shares of Jackson Financial worth $2.21M as of Q2 2026.
  • Capital Investment Advisory Services sold 201 Jackson Financial shares in Q2 2026, an estimated $21.8K.
  • Jackson Financial made up 0.14% of Capital Investment Advisory Services's portfolio in Q2 2026, its #174 holding.
  • Capital Investment Advisory Services first reported a position in Jackson Financial in Q3 2022 and has held it in 16 quarters since.
  • Capital Investment Advisory Services's Jackson Financial position peaked at $3.01M in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.