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 Q2	$24.3M	Buy	237,465 +5,623	+2%	+$609K	8.02%	5
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 $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

Four Tree Island Advisory's JXN Position: Q2 2026 in Review

Four Tree Island Advisory increased its Jackson Financial (JXN) stake by 2.4% in Q2 2026, buying an estimated $609K and bringing the position to 237,465 shares worth $24.3M. The position accounts for 8.02% of the portfolio, ranked #5.

Four Tree Island Advisory first reported a position in JXN in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.5M in Q1 2026. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Four Tree Island Advisory held 237,465 shares of Jackson Financial worth $24.3M as of Q2 2026.
Four Tree Island Advisory bought 5,623 Jackson Financial shares in Q2 2026, an estimated $609K.
Jackson Financial made up 8.02% of Four Tree Island Advisory's portfolio in Q2 2026, its #5 holding.
Four Tree Island Advisory first reported a position in Jackson Financial in Q4 2024 and has held it in 7 quarters since.
Four Tree Island Advisory's Jackson Financial position peaked at $24.5M in Q1 2026.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Four Tree Island Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.