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Coldstream Capital Management’s Jackson Financial JXN Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-1,086
Closed -$91K – 2253
2025
Q1 		$91K Buy
+1,086
New +$96.4K ﹤0.01% 1407

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Coldstream Capital Management's JXN Position: Q2 2025 in Review

Coldstream Capital Management sold out of Jackson Financial (JXN) in Q2 2025, closing a stake of 1,086 shares — an estimated $91K sold.

Coldstream Capital Management first reported a position in JXN in Q1 2025 and held it in 1 quarter. The position peaked at $91K in Q1 2025. 459 funds tracked by Wall St. Rank hold JXN as of Q2 2025.

  • Coldstream Capital Management reported no remaining Jackson Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,086 Jackson Financial shares in Q2 2025, an estimated $91K.
  • Coldstream Capital Management first reported a position in Jackson Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Jackson Financial position peaked at $91K in Q1 2025.
  • 459 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.