Mather Group’s Jackson Financial JXN Stock Holding History

Mather Group’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	$9.7K	Buy	75 +30	+67%	+$3.84K	﹤0.01%	1655
2026 Q2	$4.61K	Hold	45	–	–	﹤0.01%	1636
2026 Q1	$4.76K	Buy	+45	New	+$5.03K	﹤0.01%	1582
2025 Q4	–	Sell	-45	Closed	-$4.56K	–	1174
2025 Q3	$4.56K	Buy	+45	New	+$4.2K	﹤0.01%	1411
2025 Q2	–	Sell	-45	Closed	-$3.77K	–	1196
2025 Q1	$3.77K	Hold	45	–	–	﹤0.01%	1454
2024 Q4	$3.92K	Hold	45	–	–	﹤0.01%	1417
2024 Q3	$4.1K	Sell	45 -3	-6%	-$250	﹤0.01%	1339
2024 Q2	$3.18K	Hold	48	–	–	﹤0.01%	1749
2024 Q1	$2.46K	Buy	+48	New	+$2.61K	﹤0.01%	1507

Other funds holding JXN

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Mather Group's JXN Position: Q3 2026 in Review

Mather Group increased its Jackson Financial (JXN) stake by 67% in Q3 2026, buying an estimated $3.84K and bringing the position to 75 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Mather Group first reported a position in JXN in Q1 2024 and has held it in 9 quarters since. 98 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

Mather Group held 75 shares of Jackson Financial worth $9.7K as of Q3 2026.
Mather Group bought 30 Jackson Financial shares in Q3 2026, an estimated $3.84K.
Jackson Financial made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1655 holding.
Mather Group first reported a position in Jackson Financial in Q1 2024 and has held it in 9 quarters since.
98 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.