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MAI Capital Management’s Jackson Financial JXN Stock Holding History

MAI Capital 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 		– Sell
-172
Closed -$18.2K – 3454
2026
Q1 		$18.2K Buy
172
+109
+173% +$12.2K ﹤0.01% 2851
2025
Q4 		$6.72K Buy
63
+9
+17% +$895 ﹤0.01% 3002
2025
Q3 		$5.47K Sell
54
-30
-36% -$2.8K ﹤0.01% 2985
2025
Q2 		$7.46K Buy
84
+10
+14% +$810 ﹤0.01% 2877
2025
Q1 		$6.2K Sell
74
-19
-20% -$1.69K ﹤0.01% 2659
2024
Q4 		$8.14K Buy
+93
New +$9.08K ﹤0.01% 2606

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

MAI Capital Management's JXN Position: Q2 2026 in Review

MAI Capital Management sold out of Jackson Financial (JXN) in Q2 2026, closing a stake of 172 shares — an estimated $18.2K sold.

MAI Capital Management first reported a position in JXN in Q4 2024 and held it in 6 quarters. The position peaked at $18.2K in Q1 2026. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • MAI Capital Management reported no remaining Jackson Financial position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 172 Jackson Financial shares in Q2 2026, an estimated $18.2K.
  • MAI Capital Management first reported a position in Jackson Financial in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Jackson Financial position peaked at $18.2K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.