HWG Holdings’s Jackson Financial JXN Stock Holding History

HWG Holdings’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
2025 Q2	–	Sell	-862	Closed	-$72.2K	–	96
2025 Q1	$72.2K	Buy	+862	New	+$76.5K	0.03%	64

Other funds holding JXN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

HWG Holdings's JXN Position: Q2 2025 in Review

HWG Holdings sold out of Jackson Financial (JXN) in Q2 2025, closing a stake of 862 shares — an estimated $72.2K sold.

HWG Holdings first reported a position in JXN in Q1 2025 and held it in 1 quarter. The position peaked at $72.2K in Q1 2025. 459 funds tracked by Wall St. Rank hold JXN as of Q2 2025.

HWG Holdings reported no remaining Jackson Financial position as of Q2 2025 after selling out during the quarter.
HWG Holdings sold 862 Jackson Financial shares in Q2 2025, an estimated $72.2K.
HWG Holdings first reported a position in Jackson Financial in Q1 2025 and held it in 1 quarter.
HWG Holdings's Jackson Financial position peaked at $72.2K in Q1 2025.
459 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.