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Colonial River Investments’s Jackson Financial JXN Stock Holding History

Colonial River Investments’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 		$506K Sell
4,942
-1,257
-20% -$136K 0.14% 126
2026
Q1 		$655K Sell
6,199
-682
-10% -$76.3K 0.23% 87
2025
Q4 		$734K Sell
6,881
-1,915
-22% -$190K 0.26% 77
2025
Q3 		$890K Sell
8,796
-3,658
-29% -$342K 0.33% 71
2025
Q2 		$1.09M Sell
12,454
-346
-3% -$28K 0.47% 52
2025
Q1 		$1.07M Sell
12,800
-5,275
-29% -$468K 0.59% 39
2024
Q4 		$1.57M Buy
18,075
+220
+1% +$21.5K 0.76% 38
2024
Q3 		$1.63M Buy
17,855
+2,273
+15% +$190K 0.81% 37
2024
Q2 		$1.16M Sell
15,582
-1,988
-11% -$142K 0.62% 48
2024
Q1 		$1.16M Sell
17,570
-2,212
-11% -$120K 0.66% 44
2023
Q4 		$1.01M Sell
19,782
-1,774
-8% -$78.1K 0.6% 52
2023
Q3 		$824K Buy
21,556
+1,257
+6% +$43.9K 0.54% 60
2023
Q2 		$621K Buy
20,299
+5,832
+40% +$188K 0.41% 70
2023
Q1 		$541K Buy
14,467
+683
+5% +$28K 0.32% 86
2022
Q4 		$480K Buy
13,784
+411
+3% +$14.3K 0.31% 87
2022
Q3 		$371K Buy
13,373
+847
+7% +$25K 0.26% 99
2022
Q2 		$335K Buy
12,526
+2,801
+29% +$102K 0.22% 121
2022
Q1 		$430K Buy
9,725
+4,067
+72% +$169K 0.25% 107
2021
Q4 		$237K Buy
+5,658
New +$185K 0.13% 190

Other funds holding JXN

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Colonial River Investments's JXN Position: Q2 2026 in Review

Colonial River Investments reduced its Jackson Financial (JXN) stake by 20% in Q2 2026, selling an estimated $136K and leaving 4,942 shares worth $506K. The position accounts for 0.14% of the portfolio, ranked #126.

Colonial River Investments first reported a position in JXN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.63M in Q3 2024. 189 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Colonial River Investments held 4,942 shares of Jackson Financial worth $506K as of Q2 2026.
  • Colonial River Investments sold 1,257 Jackson Financial shares in Q2 2026, an estimated $136K.
  • Jackson Financial made up 0.14% of Colonial River Investments's portfolio in Q2 2026, its #126 holding.
  • Colonial River Investments first reported a position in Jackson Financial in Q4 2021 and has held it in 19 quarters since.
  • Colonial River Investments's Jackson Financial position peaked at $1.63M in Q3 2024.
  • 189 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.