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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return