Mackenzie Financial
JXN icon

Mackenzie Financial’s Jackson Financial JXN Stock Holding History

Mackenzie Financial’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 		$10.3M Buy
79,358
+63,666
+406% +$8.15M 0.01% 628
2026
Q2 		$1.61M Buy
15,692
+1,297
+9% +$141K ﹤0.01% 1096
2026
Q1 		$1.52M Sell
14,395
-13,305
-48% -$1.49M ﹤0.01% 993
2025
Q4 		$2.97M Buy
27,700
+349
+1% +$34.7K ﹤0.01% 752
2025
Q3 		$2.77M Buy
27,351
+14,020
+105% +$1.31M ﹤0.01% 749
2025
Q2 		$1.18M Buy
13,331
+4,405
+49% +$357K ﹤0.01% 970
2025
Q1 		$748K Sell
8,926
-21,806
-71% -$1.94M ﹤0.01% 1060
2024
Q4 		$2.68M Buy
30,732
+13,656
+80% +$1.33M ﹤0.01% 692
2024
Q3 		$1.56M Sell
17,076
-11,477
-40% -$957K ﹤0.01% 779
2024
Q2 		$2.12M Sell
28,553
-41,791
-59% -$2.99M ﹤0.01% 716
2024
Q1 		$4.65M Buy
70,344
+49,062
+231% +$2.66M 0.01% 568
2023
Q4 		$1.09M Buy
21,282
+6,886
+48% +$303K ﹤0.01% 851
2023
Q3 		$534K Sell
14,396
-33,429
-70% -$1.17M ﹤0.01% 990
2023
Q2 		$1.47M Sell
47,825
-7,408
-13% -$239K ﹤0.01% 785
2023
Q1 		$2.07M Buy
55,233
+42,187
+323% +$1.73M ﹤0.01% 731
2022
Q4 		$454K Buy
13,046
+5,200
+66% +$181K ﹤0.01% 960
2022
Q3 		$218K Buy
+7,846
New +$232K ﹤0.01% 1214
2022
Q1 		– Sell
-28,344
Closed -$1.19M – 1457
2021
Q4 		$1.19M Buy
+28,344
New +$929K ﹤0.01% 874

Other funds holding JXN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Huntleigh Advisors
Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return

Mackenzie Financial's JXN Position: Q3 2026 in Review

Mackenzie Financial increased its Jackson Financial (JXN) stake by 406% in Q3 2026, buying an estimated $8.15M and bringing the position to 79,358 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #628.

Mackenzie Financial first reported a position in JXN in Q4 2021 and has held it in 18 quarters since. 200 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • Mackenzie Financial held 79,358 shares of Jackson Financial worth $10.3M as of Q3 2026.
  • Mackenzie Financial bought 63,666 Jackson Financial shares in Q3 2026, an estimated $8.15M.
  • Jackson Financial made up 0.01% of Mackenzie Financial's portfolio in Q3 2026, its #628 holding.
  • Mackenzie Financial first reported a position in Jackson Financial in Q4 2021 and has held it in 18 quarters since.
  • 200 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.