Four Tree Island Advisory’s Jackson Financial JXN Stock Holding History

Four Tree Island Advisory’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	$24.5M	Buy	231,842 +5,735	+3%	+$641K	12.37%	3
2025 Q4	$24.1M	Buy	226,107 +2,160	+1%	+$215K	13.31%	3
2025 Q3	$21.3M	Buy	223,947 +7,394	+3%	+$691K	13.57%	3
2025 Q2	$19.2M	Sell	216,553 -16,397	-7%	-$1.33M	13.53%	3
2025 Q1	$19.5M	Buy	232,950 +11,333	+5%	+$1.01M	13.7%	2
2024 Q4	$19.3M	Buy	+221,617	New	+$21.6M	13.33%	2

Other funds holding JXN

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Four Tree Island Advisory's JXN Position: Q1 2026 in Review

Four Tree Island Advisory increased its Jackson Financial (JXN) stake by 2.5% in Q1 2026, buying an estimated $641K and bringing the position to 231,842 shares worth $24.5M. The position accounts for 12.37% of the portfolio, ranked #3.

Four Tree Island Advisory first reported a position in JXN in Q4 2024 and has held it in 6 quarters since. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

Four Tree Island Advisory held 231,842 shares of Jackson Financial worth $24.5M as of Q1 2026.
Four Tree Island Advisory bought 5,735 Jackson Financial shares in Q1 2026, an estimated $641K.
Jackson Financial made up 12.37% of Four Tree Island Advisory's portfolio in Q1 2026, its #3 holding.
Four Tree Island Advisory first reported a position in Jackson Financial in Q4 2024 and has held it in 6 quarters since.
512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Four Tree Island Advisory's 13F filing for Q1 2026, filed 11 May 2026.