Meriwether Wealth & Planning’s Jackson Financial JXN Stock Holding History

Meriwether Wealth & Planning’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	$415K	Hold	4,050	–	–	0.21%	73
2026 Q1	$428K	Hold	4,050	–	–	0.23%	69
2025 Q4	$432K	Sell	4,050 -102	-2%	-$10.1K	0.24%	71
2025 Q3	$420K	Sell	4,152 -467	-10%	-$43.6K	0.24%	69
2025 Q2	$410K	Sell	4,619 -111	-2%	-$8.99K	0.26%	68
2025 Q1	$396K	Sell	4,730 -8	-0.2%	-$710	0.26%	73
2024 Q4	$413K	Buy	+4,738	New	+$463K	0.29%	65

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 $3.37T AUM 44.26% 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

Meriwether Wealth & Planning's JXN Position: Q2 2026 in Review

Meriwether Wealth & Planning held its Jackson Financial (JXN) position steady in Q2 2026 at 4,050 shares worth $415K. The position accounts for 0.21% of the portfolio, ranked #73.

Meriwether Wealth & Planning first reported a position in JXN in Q4 2024 and has held it in 7 quarters since. The position peaked at $432K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Meriwether Wealth & Planning held 4,050 shares of Jackson Financial worth $415K as of Q2 2026.
Meriwether Wealth & Planning left its Jackson Financial share count unchanged in Q2 2026.
Jackson Financial made up 0.21% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #73 holding.
Meriwether Wealth & Planning first reported a position in Jackson Financial in Q4 2024 and has held it in 7 quarters since.
Meriwether Wealth & Planning's Jackson Financial position peaked at $432K in Q4 2025.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.