Kestra Private Wealth Services’s Jackson Financial JXN Stock Holding History

Kestra Private Wealth 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	$1.02M	Buy	9,970 +25	+0.3%	+$2.71K	0.01%	888
2026 Q1	$1.05M	Sell	9,945 -540	-5%	-$60.4K	0.01%	818
2025 Q4	$1.12M	Buy	10,485 +296	+3%	+$29.4K	0.01%	762
2025 Q3	$1.03M	Buy	10,189 +106	+1%	+$9.9K	0.01%	765
2025 Q2	$895K	Buy	10,083 +2,006	+25%	+$163K	0.01%	783
2025 Q1	$677K	Sell	8,077 -7	-0.1%	-$622	0.01%	829
2024 Q4	$704K	Buy	8,084 +1,524	+23%	+$149K	0.01%	775
2024 Q3	$598K	Buy	6,560 +433	+7%	+$36.1K	0.01%	815
2024 Q2	$455K	Buy	6,127 +947	+18%	+$67.7K	0.01%	871
2024 Q1	$343K	Buy	+5,180	New	+$281K	0.01%	959

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 $3.38T AUM 44.17% 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 Private Wealth Services's JXN Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Jackson Financial (JXN) stake by 0.25% in Q2 2026, buying an estimated $2.71K and bringing the position to 9,970 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #888.

Kestra Private Wealth Services first reported a position in JXN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.12M in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Kestra Private Wealth Services held 9,970 shares of Jackson Financial worth $1.02M as of Q2 2026.
Kestra Private Wealth Services bought 25 Jackson Financial shares in Q2 2026, an estimated $2.71K.
Jackson Financial made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #888 holding.
Kestra Private Wealth Services first reported a position in Jackson Financial in Q1 2024 and has held it in 10 quarters since.
Kestra Private Wealth Services's Jackson Financial position peaked at $1.12M in Q4 2025.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

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