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PFG Investments’s Jackson Financial JXN Stock Holding History

PFG Investments’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 		$318K Buy
3,110
+73
+2% +$7.91K 0.01% 904
2026
Q1 		$321K Sell
3,037
-34
-1% -$3.8K 0.02% 812
2025
Q4 		$327K Sell
3,071
-67
-2% -$6.66K 0.02% 766
2025
Q3 		$318K Buy
3,138
+705
+29% +$65.9K 0.02% 762
2025
Q2 		$216K Buy
+2,433
New +$197K 0.01% 884

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

PFG Investments's JXN Position: Q2 2026 in Review

PFG Investments increased its Jackson Financial (JXN) stake by 2.4% in Q2 2026, buying an estimated $7.91K and bringing the position to 3,110 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #904.

PFG Investments first reported a position in JXN in Q2 2025 and has held it in 5 quarters since. The position peaked at $327K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • PFG Investments held 3,110 shares of Jackson Financial worth $318K as of Q2 2026.
  • PFG Investments bought 73 Jackson Financial shares in Q2 2026, an estimated $7.91K.
  • Jackson Financial made up 0.01% of PFG Investments's portfolio in Q2 2026, its #904 holding.
  • PFG Investments first reported a position in Jackson Financial in Q2 2025 and has held it in 5 quarters since.
  • PFG Investments's Jackson Financial position peaked at $327K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.