CAPTRUST Financial Advisors’s Jackson Financial JXN Stock Holding History

CAPTRUST Financial 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
2026 Q2	$361K	Buy	3,530 +162	+5%	+$17.6K	﹤0.01%	2429
2026 Q1	$356K	Buy	3,368 +540	+19%	+$60.4K	﹤0.01%	2274
2025 Q4	$302K	Buy	+2,828	New	+$281K	﹤0.01%	2246
2024 Q1	–	Sell	-27,309	Closed	-$1.4M	–	2412
2023 Q4	$1.4M	Buy	27,309 +1,148	+4%	+$50.5K	﹤0.01%	1081
2023 Q3	$1,000K	Buy	26,161 +644	+3%	+$22.5K	﹤0.01%	1208
2023 Q2	$781K	Buy	+25,517	New	+$822K	﹤0.01%	1356
2022 Q3	–	Sell	-8	Closed	–	–	3092
2022 Q2	$0	Sell	8 -7	-47%	-$255	﹤0.01%	5036
2022 Q1	$1K	Sell	15 -3	-17%	-$125	﹤0.01%	4704
2021 Q4	$1K	Sell	18 -58	-76%	-$1.9K	﹤0.01%	4582
2021 Q3	$2K	Buy	+76	New	+$2.07K	﹤0.01%	4269

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

CAPTRUST Financial Advisors's JXN Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Jackson Financial (JXN) stake by 4.8% in Q2 2026, buying an estimated $17.6K and bringing the position to 3,530 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

CAPTRUST Financial Advisors first reported a position in JXN in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.4M in Q4 2023. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

CAPTRUST Financial Advisors held 3,530 shares of Jackson Financial worth $361K as of Q2 2026.
CAPTRUST Financial Advisors bought 162 Jackson Financial shares in Q2 2026, an estimated $17.6K.
Jackson Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2429 holding.
CAPTRUST Financial Advisors first reported a position in Jackson Financial in Q3 2021 and has held it in 10 quarters since.
CAPTRUST Financial Advisors's Jackson Financial position peaked at $1.4M in Q4 2023.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.