CFO
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CVA Family Office’s Jackson Financial JXN Stock Holding History

CVA Family Office’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 		$9.63K Buy
94
+16
+21% +$1.73K ﹤0.01% 1032
2026
Q1 		$8.25K Buy
+78
New +$8.72K ﹤0.01% 1056
2025
Q2 		– Sell
-6
Closed -$503 – 1374
2025
Q1 		$503 Buy
+6
New +$533 ﹤0.01% 1270

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 $3.38T AUM 44.17% 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

CVA Family Office's JXN Position: Q2 2026 in Review

CVA Family Office increased its Jackson Financial (JXN) stake by 21% in Q2 2026, buying an estimated $1.73K and bringing the position to 94 shares worth $9.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

CVA Family Office first reported a position in JXN in Q1 2025 and has held it in 3 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • CVA Family Office held 94 shares of Jackson Financial worth $9.63K as of Q2 2026.
  • CVA Family Office bought 16 Jackson Financial shares in Q2 2026, an estimated $1.73K.
  • Jackson Financial made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1032 holding.
  • CVA Family Office first reported a position in Jackson Financial in Q1 2025 and has held it in 3 quarters since.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.