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Forvis Mazars Wealth Advisors’s Jackson Financial JXN Stock Holding History

Forvis Mazars Wealth Advisors’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
Q1 		$246K Hold
2,328
– – ﹤0.01% 378
2025
Q4 		$248K Hold
2,328
– – ﹤0.01% 377
2025
Q3 		$236K Hold
2,328
– – ﹤0.01% 381
2025
Q2 		$207K Buy
+2,328
New +$189K ﹤0.01% 387
2025
Q1 		– Sell
-2,328
Closed -$203K – 410
2024
Q4 		$203K Buy
+2,328
New +$227K ﹤0.01% 415

Other funds holding JXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Forvis Mazars Wealth Advisors's JXN Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors held its Jackson Financial (JXN) position steady in Q1 2026 at 2,328 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Forvis Mazars Wealth Advisors first reported a position in JXN in Q4 2024 and has held it in 5 quarters since. The position peaked at $248K in Q4 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 2,328 shares of Jackson Financial worth $246K as of Q1 2026.
  • Forvis Mazars Wealth Advisors left its Jackson Financial share count unchanged in Q1 2026.
  • Jackson Financial made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #378 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Jackson Financial in Q4 2024 and has held it in 5 quarters since.
  • Forvis Mazars Wealth Advisors's Jackson Financial position peaked at $248K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.