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 Q2	$238K	Hold	2,328	–	–	﹤0.01%	407
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 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

Forvis Mazars Wealth Advisors's JXN Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its Jackson Financial (JXN) position steady in Q2 2026 at 2,328 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Forvis Mazars Wealth Advisors first reported a position in JXN in Q4 2024 and has held it in 6 quarters since. The position peaked at $248K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Forvis Mazars Wealth Advisors held 2,328 shares of Jackson Financial worth $238K as of Q2 2026.
Forvis Mazars Wealth Advisors left its Jackson Financial share count unchanged in Q2 2026.
Jackson Financial made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #407 holding.
Forvis Mazars Wealth Advisors first reported a position in Jackson Financial in Q4 2024 and has held it in 6 quarters since.
Forvis Mazars Wealth Advisors's Jackson Financial position peaked at $248K in Q4 2025.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.