Kestra Investment Management’s Jackson Financial JXN Stock Holding History

Kestra Investment Management’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	$298K	Sell	2,914 -491	-14%	-$53.2K	0.01%	420
2026 Q1	$360K	Sell	3,405 -511	-13%	-$57.2K	0.01%	327
2025 Q4	$418K	Hold	3,916	–	–	0.01%	305
2025 Q3	$396K	Sell	3,916 -4,930	-56%	-$461K	0.01%	310
2025 Q2	$762K	Buy	8,846 +4,136	+88%	+$335K	0.01%	320
2025 Q1	$395K	Sell	4,710 -3,680	-44%	-$327K	0.01%	299
2024 Q4	$731K	Sell	8,390 -6,878	-45%	-$672K	0.03%	180
2024 Q3	$1.39M	Buy	+15,268	New	+$1.27M	0.06%	96

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

Kestra Investment Management's JXN Position: Q2 2026 in Review

Kestra Investment Management reduced its Jackson Financial (JXN) stake by 14% in Q2 2026, selling an estimated $53.2K and leaving 2,914 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #420.

Kestra Investment Management first reported a position in JXN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q3 2024. 504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Kestra Investment Management held 2,914 shares of Jackson Financial worth $298K as of Q2 2026.
Kestra Investment Management sold 491 Jackson Financial shares in Q2 2026, an estimated $53.2K.
Jackson Financial made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #420 holding.
Kestra Investment Management first reported a position in Jackson Financial in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's Jackson Financial position peaked at $1.39M in Q3 2024.
504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.