PFGIA
JXN icon

Patriot Financial Group Insurance Agency’s Jackson Financial JXN Stock Holding History

Patriot Financial Group Insurance Agency’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 		$230K Sell
2,246
-8,162
-78% -$884K 0.02% 451
2026
Q1 		$1.1M Buy
10,408
+5,660
+119% +$633K 0.06% 290
2025
Q4 		$506K Sell
4,748
-133
-3% -$13.2K 0.06% 288
2025
Q3 		$494K Sell
4,881
-100
-2% -$9.34K 0.06% 287
2025
Q2 		$442K Buy
4,981
+1,087
+28% +$88.1K 0.05% 336
2025
Q1 		$326K Buy
3,894
+535
+16% +$47.5K 0.04% 370
2024
Q4 		$293K Sell
3,359
-2,732
-45% -$267K 0.04% 374
2024
Q3 		$556K Sell
6,091
-1,635
-21% -$136K 0.07% 278
2024
Q2 		$574K Sell
7,726
-1,537
-17% -$110K 0.08% 252
2024
Q1 		$613K Sell
9,263
-436
-4% -$23.7K 0.1% 229
2023
Q4 		$497K Buy
9,699
+462
+5% +$20.3K 0.09% 247
2023
Q3 		$353K Buy
9,237
+429
+5% +$15K 0.07% 301
2023
Q2 		$270K Buy
+8,808
New +$284K 0.05% 360
2022
Q4 		– Sell
-15,089
Closed -$419K – 441
2022
Q3 		$419K Sell
15,089
-770
-5% -$22.7K 0.1% 219
2022
Q2 		$424K Buy
15,859
+4,122
+35% +$150K 0.09% 227
2022
Q1 		$519K Buy
11,737
+3,320
+39% +$138K 0.09% 229
2021
Q4 		$352K Buy
8,417
+7,484
+802% +$245K 0.06% 311
2021
Q3 		$24K Buy
+933
New +$25.4K ﹤0.01% 1137

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JXN Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Jackson Financial (JXN) stake by 78% in Q2 2026, selling an estimated $884K and leaving 2,246 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #451.

Patriot Financial Group Insurance Agency first reported a position in JXN in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.1M in Q1 2026. 258 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 2,246 shares of Jackson Financial worth $230K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 8,162 Jackson Financial shares in Q2 2026, an estimated $884K.
  • Jackson Financial made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #451 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Jackson Financial in Q3 2021 and has held it in 18 quarters since.
  • Patriot Financial Group Insurance Agency's Jackson Financial position peaked at $1.1M in Q1 2026.
  • 258 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.