LFG Wealth Partners
JXN icon

LFG Wealth Partners’s Jackson Financial JXN Stock Holding History

LFG Wealth Partners’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
Q3 		$2.61M Buy
20,156
+1,315
+7% +$168K 1.09% 27
2026
Q2 		$1.93M Sell
18,841
-2,686
-12% -$291K 0.9% 38
2026
Q1 		$2.28M Buy
21,527
+336
+2% +$37.6K 1.37% 22
2025
Q4 		$2.26M Buy
+21,191
New +$2.11M 1.44% 23

Other funds holding JXN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LFG Wealth Partners's JXN Position: Q3 2026 in Review

LFG Wealth Partners increased its Jackson Financial (JXN) stake by 7% in Q3 2026, buying an estimated $168K and bringing the position to 20,156 shares worth $2.61M. The position accounts for 1.09% of the portfolio, ranked #27.

LFG Wealth Partners first reported a position in JXN in Q4 2025 and has held it in 4 quarters since. 371 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • LFG Wealth Partners held 20,156 shares of Jackson Financial worth $2.61M as of Q3 2026.
  • LFG Wealth Partners bought 1,315 Jackson Financial shares in Q3 2026, an estimated $168K.
  • Jackson Financial made up 1.09% of LFG Wealth Partners's portfolio in Q3 2026, its #27 holding.
  • LFG Wealth Partners first reported a position in Jackson Financial in Q4 2025 and has held it in 4 quarters since.
  • 371 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on LFG Wealth Partners's 13F filing for Q3 2026, filed 28 Oct 2026.