FWI
JXN icon

Facet Wealth Inc’s Jackson Financial JXN Stock Holding History

Facet Wealth Inc’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 		$205K Hold
2,000
– – ﹤0.01% 401
2026
Q1 		$211K Hold
2,000
– – ﹤0.01% 335
2025
Q4 		$232K Buy
+2,000
New +$199K ﹤0.01% 265

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

Facet Wealth Inc's JXN Position: Q2 2026 in Review

Facet Wealth Inc held its Jackson Financial (JXN) position steady in Q2 2026 at 2,000 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Facet Wealth Inc first reported a position in JXN in Q4 2025 and has held it in 3 quarters since. The position peaked at $232K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Facet Wealth Inc held 2,000 shares of Jackson Financial worth $205K as of Q2 2026.
  • Facet Wealth Inc left its Jackson Financial share count unchanged in Q2 2026.
  • Jackson Financial made up ﹤0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #401 holding.
  • Facet Wealth Inc first reported a position in Jackson Financial in Q4 2025 and has held it in 3 quarters since.
  • Facet Wealth Inc's Jackson Financial position peaked at $232K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.