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Kestra Advisory Services’s Jackson Financial JXN Stock Holding History

Kestra Advisory Services’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 		$3.41M Sell
33,301
-2,292
-6% -$248K 0.01% 1044
2026
Q1 		$3.76M Buy
35,593
+8,057
+29% +$901K 0.01% 945
2025
Q4 		$2.94M Buy
27,536
+10,551
+62% +$1.05M 0.01% 1001
2025
Q3 		$1.72M Sell
16,985
-8,092
-32% -$756K 0.01% 1240
2025
Q2 		$2.23M Buy
25,077
+8,623
+52% +$699K 0.01% 1031
2025
Q1 		$1.38M Sell
16,454
-42,910
-72% -$3.81M 0.01% 1192
2024
Q4 		$5.17M Buy
59,364
+43,257
+269% +$4.22M 0.03% 567
2024
Q3 		$1.47M Sell
16,107
-6,671
-29% -$556K 0.01% 1118
2024
Q2 		$1.69M Buy
22,778
+7,072
+45% +$505K 0.01% 1044
2024
Q1 		$1.04M Buy
15,706
+6,121
+64% +$332K 0.01% 1218
2023
Q4 		$491K Buy
9,585
+3,309
+53% +$146K ﹤0.01% 1541
2023
Q3 		$240K Sell
6,276
-21,366
-77% -$747K ﹤0.01% 1819
2023
Q2 		$846K Buy
27,642
+3,589
+15% +$116K 0.01% 1060
2023
Q1 		$900K Buy
24,053
+1,354
+6% +$55.6K 0.01% 994
2022
Q4 		$790K Sell
22,699
-1,156
-5% -$40.2K 0.01% 1165
2022
Q3 		$662K Buy
23,855
+4,860
+26% +$144K 0.01% 1166
2022
Q2 		$508K Buy
18,995
+2,497
+15% +$91.1K 0.01% 1322
2022
Q1 		$730K Buy
16,498
+423
+3% +$17.6K 0.01% 1090
2021
Q4 		$672K Buy
+16,075
New +$527K 0.01% 1163

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kestra Advisory Services's JXN Position: Q2 2026 in Review

Kestra Advisory Services reduced its Jackson Financial (JXN) stake by 6.4% in Q2 2026, selling an estimated $248K and leaving 33,301 shares worth $3.41M. The position accounts for 0.01% of the portfolio, ranked #1044.

Kestra Advisory Services first reported a position in JXN in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.17M in Q4 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Kestra Advisory Services held 33,301 shares of Jackson Financial worth $3.41M as of Q2 2026.
  • Kestra Advisory Services sold 2,292 Jackson Financial shares in Q2 2026, an estimated $248K.
  • Jackson Financial made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1044 holding.
  • Kestra Advisory Services first reported a position in Jackson Financial in Q4 2021 and has held it in 19 quarters since.
  • Kestra Advisory Services's Jackson Financial position peaked at $5.17M in Q4 2024.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.