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Petrus Trust Company’s Jackson Financial JXN Stock Holding History

Petrus Trust Company’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
2025
Q3 		– Sell
-3,131
Closed -$278K – 353
2025
Q2 		$278K Buy
+3,131
New +$254K 0.03% 348

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Petrus Trust Company's JXN Position: Q3 2025 in Review

Petrus Trust Company sold out of Jackson Financial (JXN) in Q3 2025, closing a stake of 3,131 shares — an estimated $278K sold.

Petrus Trust Company first reported a position in JXN in Q2 2025 and held it in 1 quarter. The position peaked at $278K in Q2 2025. 478 funds tracked by Wall St. Rank hold JXN as of Q3 2025.

  • Petrus Trust Company reported no remaining Jackson Financial position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 3,131 Jackson Financial shares in Q3 2025, an estimated $278K.
  • Petrus Trust Company first reported a position in Jackson Financial in Q2 2025 and held it in 1 quarter.
  • Petrus Trust Company's Jackson Financial position peaked at $278K in Q2 2025.
  • 478 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.