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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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. 100 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.
100 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.