CSM Advisors
JXN icon

CSM Advisors’s Jackson Financial JXN Stock Holding History

CSM 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
Q3 		$4.77M Sell
36,861
-29,859
-45% -$3.82M 0.1% 217
2026
Q2 		$6.83M Buy
66,720
+12,297
+23% +$1.33M 0.15% 165
2026
Q1 		$5.75M Sell
54,423
-15,200
-22% -$1.7M 0.14% 169
2025
Q4 		$7.42M Buy
69,623
+3,476
+5% +$346K 0.2% 108
2025
Q3 		$6.7M Buy
66,147
+8,040
+14% +$751K 0.19% 124
2025
Q2 		$5.16M Buy
+58,107
New +$4.71M 0.15% 173

Other funds holding JXN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.71B AUM 26.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

CSM Advisors's JXN Position: Q3 2026 in Review

CSM Advisors reduced its Jackson Financial (JXN) stake by 45% in Q3 2026, selling an estimated $3.82M and leaving 36,861 shares worth $4.77M. The position accounts for 0.1% of the portfolio, ranked #217.

CSM Advisors first reported a position in JXN in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.42M in Q4 2025. 439 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • CSM Advisors held 36,861 shares of Jackson Financial worth $4.77M as of Q3 2026.
  • CSM Advisors sold 29,859 Jackson Financial shares in Q3 2026, an estimated $3.82M.
  • Jackson Financial made up 0.1% of CSM Advisors's portfolio in Q3 2026, its #217 holding.
  • CSM Advisors first reported a position in Jackson Financial in Q2 2025 and has held it in 6 quarters since.
  • CSM Advisors's Jackson Financial position peaked at $7.42M in Q4 2025.
  • 439 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on CSM Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.