CPG
JXN icon

Cornerstone Planning Group’s Jackson Financial JXN Stock Holding History

Cornerstone Planning Group’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 		$1.11K Sell
9
-5
-36% -$542 ﹤0.01% 1470
2026
Q1 		$1.52K Buy
+14
New +$1.57K ﹤0.01% 1356

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cornerstone Planning Group's JXN Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Jackson Financial (JXN) stake by 36% in Q2 2026, selling an estimated $542 and leaving 9 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Cornerstone Planning Group first reported a position in JXN in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.52K in Q1 2026. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Cornerstone Planning Group held 9 shares of Jackson Financial worth $1.11K as of Q2 2026.
  • Cornerstone Planning Group sold 5 Jackson Financial shares in Q2 2026, an estimated $542.
  • Jackson Financial made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1470 holding.
  • Cornerstone Planning Group first reported a position in Jackson Financial in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Planning Group's Jackson Financial position peaked at $1.52K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.