Gladstone Institutional Advisory’s Jackson Financial JXN Stock Holding History

Gladstone Institutional 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	$261K	Buy	2,552 +1	+0%	+$108	0.01%	784
2026 Q1	$270K	Hold	2,551	–	–	0.01%	708
2025 Q4	$272K	Sell	2,551 -1	-0%	-$99	0.01%	668
2025 Q3	$258K	Buy	2,552 +187	+8%	+$17.5K	0.01%	692
2025 Q2	$210K	Buy	+2,365	New	+$192K	0.01%	703
2025 Q1	–	Sell	-2,365	Closed	-$206K	–	738
2024 Q4	$206K	Hold	2,365	–	–	0.01%	662
2024 Q3	$216K	Buy	+2,365	New	+$197K	0.01%	641

Other funds holding JXN

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Gladstone Institutional Advisory's JXN Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Jackson Financial (JXN) stake by 0.04% in Q2 2026, buying an estimated $108 and bringing the position to 2,552 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #784.

Gladstone Institutional Advisory first reported a position in JXN in Q3 2024 and has held it in 7 quarters since. The position peaked at $272K in Q4 2025. 115 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Gladstone Institutional Advisory held 2,552 shares of Jackson Financial worth $261K as of Q2 2026.
Gladstone Institutional Advisory bought 1 Jackson Financial share in Q2 2026, an estimated $108.
Jackson Financial made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #784 holding.
Gladstone Institutional Advisory first reported a position in Jackson Financial in Q3 2024 and has held it in 7 quarters since.
Gladstone Institutional Advisory's Jackson Financial position peaked at $272K in Q4 2025.
115 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.