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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PFG Investments's JXN Position: Q1 2026 in Review

PFG Investments reduced its Jackson Financial (JXN) stake by 1.1% in Q1 2026, selling an estimated $3.8K and leaving 3,037 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #812.

PFG Investments first reported a position in JXN in Q2 2025 and has held it in 4 quarters since. The position peaked at $327K in Q4 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • PFG Investments held 3,037 shares of Jackson Financial worth $321K as of Q1 2026.
  • PFG Investments sold 34 Jackson Financial shares in Q1 2026, an estimated $3.8K.
  • Jackson Financial made up 0.02% of PFG Investments's portfolio in Q1 2026, its #812 holding.
  • PFG Investments first reported a position in Jackson Financial in Q2 2025 and has held it in 4 quarters since.
  • PFG Investments's Jackson Financial position peaked at $327K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.