Pathstone Holdings
JXN icon

Pathstone Holdings’s Jackson Financial JXN Stock Holding History

Pathstone 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 		$900K Sell
8,792
-1,842
-17% -$200K ﹤0.01% 1563
2026
Q1 		$1.12M Sell
10,634
-530
-5% -$59.3K ﹤0.01% 1349
2025
Q4 		$1.19M Buy
11,164
+1,823
+20% +$181K ﹤0.01% 1309
2025
Q3 		$946K Buy
9,341
+788
+9% +$73.6K ﹤0.01% 1457
2025
Q2 		$759K Sell
8,553
-108
-1% -$8.75K ﹤0.01% 1527
2025
Q1 		$726K Sell
8,661
-2,785
-24% -$247K ﹤0.01% 1530
2024
Q4 		$997K Sell
11,446
-7,096
-38% -$693K ﹤0.01% 1371
2024
Q3 		$1.69M Sell
18,542
-6,720
-27% -$561K 0.01% 1078
2024
Q2 		$1.88M Buy
25,262
+163
+0.6% +$11.6K 0.01% 953
2024
Q1 		$1.66M Buy
25,099
+479
+2% +$26K 0.01% 995
2023
Q4 		$1.26M Buy
+24,620
New +$1.08M 0.01% 953

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

Pathstone Holdings's JXN Position: Q2 2026 in Review

Pathstone Holdings reduced its Jackson Financial (JXN) stake by 17% in Q2 2026, selling an estimated $200K and leaving 8,792 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Pathstone Holdings first reported a position in JXN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.88M in Q2 2024. 504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Pathstone Holdings held 8,792 shares of Jackson Financial worth $900K as of Q2 2026.
  • Pathstone Holdings sold 1,842 Jackson Financial shares in Q2 2026, an estimated $200K.
  • Jackson Financial made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1563 holding.
  • Pathstone Holdings first reported a position in Jackson Financial in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Jackson Financial position peaked at $1.88M in Q2 2024.
  • 504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

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