Osaic Holdings
JXN icon

Osaic Holdings’s Jackson Financial JXN Stock Holding History

Osaic Holdings’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 		$5.52M Buy
53,874
+3,234
+6% +$350K 0.01% 1454
2026
Q1 		$5.36M Sell
50,640
-4,495
-8% -$503K 0.01% 1317
2025
Q4 		$5.89M Sell
55,135
-8,418
-13% -$837K 0.01% 1261
2025
Q3 		$6.4M Buy
63,553
+7,785
+14% +$727K 0.01% 1289
2025
Q2 		$4.94M Buy
55,768
+5,002
+10% +$405K 0.01% 1247
2025
Q1 		$4.26M Buy
50,766
+2,802
+6% +$249K 0.01% 1136
2024
Q4 		$4.18M Sell
47,964
-28,520
-37% -$2.79M 0.01% 1131
2024
Q3 		$6.98M Sell
76,484
-41,801
-35% -$3.49M 0.02% 861
2024
Q2 		$8.8M Sell
118,285
-18,143
-13% -$1.3M 0.02% 695
2024
Q1 		$9.03M Sell
136,428
-7,434
-5% -$404K 0.02% 742
2023
Q4 		$7.37M Sell
143,862
-121,878
-46% -$5.36M 0.01% 964
2023
Q3 		$10.2M Buy
265,740
+93,050
+54% +$3.25M 0.02% 854
2023
Q2 		$5.29M Buy
172,690
+31,914
+23% +$1.03M 0.01% 1140
2023
Q1 		$5.27M Buy
140,776
+35,506
+34% +$1.46M 0.01% 1124
2022
Q4 		$3.66M Sell
105,270
-37,774
-26% -$1.31M 0.01% 1308
2022
Q3 		$3.97M Sell
143,044
-70,239
-33% -$2.08M 0.01% 1154
2022
Q2 		$5.71M Buy
213,283
+159,257
+295% +$5.81M 0.01% 954
2022
Q1 		$2.39M Buy
54,026
+31,667
+142% +$1.32M ﹤0.01% 1786
2021
Q4 		$936K Buy
22,359
+7,123
+47% +$233K ﹤0.01% 2468
2021
Q3 		$396K Buy
+15,236
New +$415K ﹤0.01% 3275

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

Osaic Holdings's JXN Position: Q2 2026 in Review

Osaic Holdings increased its Jackson Financial (JXN) stake by 6.4% in Q2 2026, buying an estimated $350K and bringing the position to 53,874 shares worth $5.52M. The position accounts for 0.01% of the portfolio, ranked #1454.

Osaic Holdings first reported a position in JXN in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.2M in Q3 2023. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Osaic Holdings held 53,874 shares of Jackson Financial worth $5.52M as of Q2 2026.
  • Osaic Holdings bought 3,234 Jackson Financial shares in Q2 2026, an estimated $350K.
  • Jackson Financial made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1454 holding.
  • Osaic Holdings first reported a position in Jackson Financial in Q3 2021 and has held it in 20 quarters since.
  • Osaic Holdings's Jackson Financial position peaked at $10.2M in Q3 2023.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.