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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
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 $6.73T 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

CSM Advisors's JXN Position: Q2 2026 in Review

CSM Advisors increased its Jackson Financial (JXN) stake by 23% in Q2 2026, buying an estimated $1.33M and bringing the position to 66,720 shares worth $6.83M. The position accounts for 0.15% of the portfolio, ranked #165.

CSM Advisors first reported a position in JXN in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.42M in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • CSM Advisors held 66,720 shares of Jackson Financial worth $6.83M as of Q2 2026.
  • CSM Advisors bought 12,297 Jackson Financial shares in Q2 2026, an estimated $1.33M.
  • Jackson Financial made up 0.15% of CSM Advisors's portfolio in Q2 2026, its #165 holding.
  • CSM Advisors first reported a position in Jackson Financial in Q2 2025 and has held it in 5 quarters since.
  • CSM Advisors's Jackson Financial position peaked at $7.42M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.