FFO
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Fortitude Family Office’s Jackson Financial JXN Stock Holding History

Fortitude 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 		$13.4K Buy
131
+3
+2% +$325 ﹤0.01% 666
2026
Q1 		$13.5K Buy
128
+29
+29% +$3.24K ﹤0.01% 547
2025
Q4 		$10.6K Hold
99
– – ﹤0.01% 559
2025
Q3 		$10K Hold
99
– – ﹤0.01% 569
2025
Q2 		$8.79K Sell
99
-25
-20% -$2.02K ﹤0.01% 595
2025
Q1 		$10.4K Hold
124
– – ﹤0.01% 530
2024
Q4 		$10.8K Buy
124
+20
+19% +$1.95K ﹤0.01% 612
2024
Q3 		$9.49K Hold
104
– – ﹤0.01% 589
2024
Q2 		$7.72K Hold
104
– – ﹤0.01% 462
2024
Q1 		$6.88K Hold
104
– – ﹤0.01% 484
2023
Q4 		$5.33K Buy
+104
New +$4.58K ﹤0.01% 596

Other funds holding JXN

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

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

Fortitude Family Office increased its Jackson Financial (JXN) stake by 2.3% in Q2 2026, buying an estimated $325 and bringing the position to 131 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Fortitude Family Office first reported a position in JXN in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.5K in Q1 2026. 99 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Fortitude Family Office held 131 shares of Jackson Financial worth $13.4K as of Q2 2026.
  • Fortitude Family Office bought 3 Jackson Financial shares in Q2 2026, an estimated $325.
  • Jackson Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #666 holding.
  • Fortitude Family Office first reported a position in Jackson Financial in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Jackson Financial position peaked at $13.5K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.