Cornerstone Planning Group
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
Q3 		– Sell
-9
Closed -$1.11K – 975
2026
Q2 		$1.11K Sell
9
-5
-36% -$542 ﹤0.01% 1470
2026
Q1 		$1.52K Buy
+14
New +$1.57K ﹤0.01% 1356

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Robeco Institutional Asset Management
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Cornerstone Planning Group's JXN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Jackson Financial (JXN) in Q3 2026, closing a stake of 9 shares — an estimated $1.11K sold.

Cornerstone Planning Group first reported a position in JXN in Q1 2026 and held it in 2 quarters. The position peaked at $1.52K in Q1 2026. 98 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Jackson Financial position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 9 Jackson Financial shares in Q3 2026, an estimated $1.11K.
  • Cornerstone Planning Group first reported a position in Jackson Financial in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's Jackson Financial position peaked at $1.52K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.