Gallagher Fiduciary Advisors’s Jackson Financial JXN Stock Holding History

Gallagher Fiduciary 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	$800K	Sell	7,813 -145	-2%	-$15.7K	0.03%	132
2026 Q1	$841K	Sell	7,958 -818	-9%	-$91.5K	0.03%	92
2025 Q4	$936K	Buy	8,776 +612	+7%	+$60.9K	0.03%	108
2025 Q3	$826K	Sell	8,164 -477	-6%	-$44.6K	0.03%	98
2025 Q2	$767K	Buy	8,641 +1,456	+20%	+$118K	0.03%	113
2025 Q1	$602K	Buy	7,185 +348	+5%	+$30.9K	0.02%	135
2024 Q4	$595K	Buy	6,837 +1,005	+17%	+$98.1K	0.12%	115
2024 Q3	$532K	Buy	5,832 +1,258	+28%	+$105K	0.11%	111
2024 Q2	$340K	Buy	+4,574	New	+$327K	0.08%	136

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

Gallagher Fiduciary Advisors's JXN Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Jackson Financial (JXN) stake by 1.8% in Q2 2026, selling an estimated $15.7K and leaving 7,813 shares worth $800K. The position accounts for 0.03% of the portfolio, ranked #132.

Gallagher Fiduciary Advisors first reported a position in JXN in Q2 2024 and has held it in 9 quarters since. The position peaked at $936K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Gallagher Fiduciary Advisors held 7,813 shares of Jackson Financial worth $800K as of Q2 2026.
Gallagher Fiduciary Advisors sold 145 Jackson Financial shares in Q2 2026, an estimated $15.7K.
Jackson Financial made up 0.03% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #132 holding.
Gallagher Fiduciary Advisors first reported a position in Jackson Financial in Q2 2024 and has held it in 9 quarters since.
Gallagher Fiduciary Advisors's Jackson Financial position peaked at $936K in Q4 2025.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.