Concurrent Investment Advisors’s Jackson Financial JXN Stock Holding History

Concurrent Investment 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	$836K	Sell	8,166 -732	-8%	-$79.3K	0.01%	1109
2026 Q1	$941K	Buy	8,898 +5,349	+151%	+$598K	0.01%	900
2025 Q4	$379K	Buy	3,549 +1,058	+42%	+$105K	﹤0.01%	1272
2025 Q3	$252K	Sell	2,491 -14	-0.6%	-$1.31K	﹤0.01%	1234
2025 Q2	$222K	Buy	2,505 +27	+1%	+$2.19K	﹤0.01%	1221
2025 Q1	$208K	Sell	2,478 -91	-4%	-$8.08K	0.01%	1107
2024 Q4	$224K	Sell	2,569 -43	-2%	-$4.2K	0.01%	947
2024 Q3	$238K	Buy	+2,612	New	+$218K	0.01%	872
2024 Q2	–	Sell	-12,168	Closed	-$805K	–	1045
2024 Q1	$805K	Buy	12,168 +6,490	+114%	+$352K	0.03%	424
2023 Q4	$291K	Buy	+5,678	New	+$250K	0.01%	660

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Concurrent Investment Advisors's JXN Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Jackson Financial (JXN) stake by 8.2% in Q2 2026, selling an estimated $79.3K and leaving 8,166 shares worth $836K. The position accounts for 0.01% of the portfolio, ranked #1109.

Concurrent Investment Advisors first reported a position in JXN in Q4 2023 and has held it in 10 quarters since. The position peaked at $941K in Q1 2026. 147 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Concurrent Investment Advisors held 8,166 shares of Jackson Financial worth $836K as of Q2 2026.
Concurrent Investment Advisors sold 732 Jackson Financial shares in Q2 2026, an estimated $79.3K.
Jackson Financial made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1109 holding.
Concurrent Investment Advisors first reported a position in Jackson Financial in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Jackson Financial position peaked at $941K in Q1 2026.
147 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.