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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
Q2 		$303K Sell
2,964
-4
-0.1% -$433 0.01% 731
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 $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 $3.38T AUM 44.17% 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

Pallas Capital Advisors's JXN Position: Q2 2026 in Review

Pallas Capital Advisors reduced its Jackson Financial (JXN) stake by 0.13% in Q2 2026, selling an estimated $433 and leaving 2,964 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #731.

Pallas Capital Advisors first reported a position in JXN in Q2 2025 and has held it in 5 quarters since. The position peaked at $364K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Pallas Capital Advisors held 2,964 shares of Jackson Financial worth $303K as of Q2 2026.
  • Pallas Capital Advisors sold 4 Jackson Financial shares in Q2 2026, an estimated $433.
  • Jackson Financial made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #731 holding.
  • Pallas Capital Advisors first reported a position in Jackson Financial in Q2 2025 and has held it in 5 quarters since.
  • Pallas Capital Advisors's Jackson Financial position peaked at $364K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.