Focus Financial Network’s Jackson Financial JXN Stock Holding History

Focus Financial Network’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	$390K	Buy	3,806 +4	+0.1%	+$433	0.01%	555
2026 Q1	$402K	Buy	3,802 +4	+0.1%	+$447	0.01%	519
2025 Q4	$405K	Buy	3,798 +3	+0.1%	+$298	0.01%	501
2025 Q3	$384K	Buy	3,795 +4	+0.1%	+$374	0.01%	521
2025 Q2	$337K	Buy	3,791 +329	+10%	+$26.7K	0.01%	538
2025 Q1	$290K	Buy	3,462 +4	+0.1%	+$355	0.01%	561
2024 Q4	$301K	Buy	3,458 +4	+0.1%	+$391	0.01%	548
2024 Q3	$315K	Buy	3,454 +3	+0.1%	+$250	0.01%	530
2024 Q2	$287K	Buy	3,451 +4	+0.1%	+$286	0.01%	540
2024 Q1	$222K	Buy	+3,447	New	+$187K	0.01%	577
2023 Q4	–	Sell	-7,200	Closed	-$275K	–	733
2023 Q3	$275K	Buy	7,200 +152	+2%	+$5.31K	0.02%	484
2023 Q2	$216K	Buy	+7,048	New	+$227K	0.01%	540

Other funds holding JXN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return