NBC Securities’s Jackson Financial JXN Stock Holding History

NBC Securities’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 Q1	$42.3K	Sell	400 -50	-11%	-$5.59K	﹤0.01%	1387
2025 Q4	$48K	Hold	450	–	–	﹤0.01%	1378
2025 Q3	$45.6K	Hold	450	–	–	﹤0.01%	1365
2025 Q2	$39K	Hold	450	–	–	﹤0.01%	1413
2025 Q1	$37K	Buy	+450	New	+$40K	﹤0.01%	1256
2024 Q4	–	Sell	-550	Closed	-$50K	–	1706
2024 Q3	$50K	Sell	550 -209	-28%	-$17.4K	﹤0.01%	1176
2024 Q2	$56K	Buy	759 +2	+0.3%	+$143	0.01%	1105
2024 Q1	$51K	Buy	757 +2	+0.3%	+$109	﹤0.01%	1134
2023 Q4	$38K	Buy	755 +2	+0.3%	+$88	﹤0.01%	1216
2023 Q3	$28K	Buy	+753	New	+$26.3K	﹤0.01%	1317

Other funds holding JXN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return