Forum Finance Group’s Jackson Financial JXN Stock Holding History

Forum Finance Group’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	$54K	Hold	650	–	–	0.02%	225
2026 Q1	$54K	Buy	+650	New	+$72.7K	0.03%	194

Other funds holding JXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Forum Finance Group's JXN Position: Q2 2026 in Review

Forum Finance Group held its Jackson Financial (JXN) position steady in Q2 2026 at 650 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #225.

Forum Finance Group first reported a position in JXN in Q1 2026 and has held it in 2 quarters since. 504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Forum Finance Group held 650 shares of Jackson Financial worth $54K as of Q2 2026.
Forum Finance Group left its Jackson Financial share count unchanged in Q2 2026.
Jackson Financial made up 0.02% of Forum Finance Group's portfolio in Q2 2026, its #225 holding.
Forum Finance Group first reported a position in Jackson Financial in Q1 2026 and has held it in 2 quarters since.
504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.