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Pallas Capital Advisors’s Jackson Financial JXN Stock Holding History

Pallas Capital Advisors’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 		$314K Sell
2,968
-446
-13% -$49.9K 0.01% 627
2025
Q4 		$364K Buy
3,414
+957
+39% +$95.2K 0.01% 626
2025
Q3 		$249K Buy
2,457
+34
+1% +$3.18K 0.01% 720
2025
Q2 		$215K Buy
+2,423
New +$196K 0.01% 750

Other funds holding JXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TGA
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pallas Capital Advisors's JXN Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Jackson Financial (JXN) stake by 13% in Q1 2026, selling an estimated $49.9K and leaving 2,968 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #627.

Pallas Capital Advisors first reported a position in JXN in Q2 2025 and has held it in 4 quarters since. The position peaked at $364K in Q4 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Pallas Capital Advisors held 2,968 shares of Jackson Financial worth $314K as of Q1 2026.
  • Pallas Capital Advisors sold 446 Jackson Financial shares in Q1 2026, an estimated $49.9K.
  • Jackson Financial made up 0.01% of Pallas Capital Advisors's portfolio in Q1 2026, its #627 holding.
  • Pallas Capital Advisors first reported a position in Jackson Financial in Q2 2025 and has held it in 4 quarters since.
  • Pallas Capital Advisors's Jackson Financial position peaked at $364K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.