Pinnacle Holdings’s Jackson Financial JXN Stock Holding History

Pinnacle 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	$1.87M	Sell	18,275 -10	-0.1%	-$1.08K	0.58%	59
2026 Q1	$1.93M	Hold	18,285	–	–	0.63%	53
2025 Q4	$1.95M	Buy	18,285 +50	+0.3%	+$4.97K	0.66%	57
2025 Q3	$1.85M	Hold	18,235	–	–	0.64%	59
2025 Q2	$1.62M	Hold	18,235	–	–	0.58%	62
2025 Q1	$1.53M	Hold	18,235	–	–	0.58%	60
2024 Q4	$1.59M	Hold	18,235	–	–	0.6%	62
2024 Q3	$1.66M	Sell	18,235 -3,350	-16%	-$279K	0.65%	52
2024 Q2	$1.6M	Hold	21,585	–	–	0.65%	53
2024 Q1	$1.43M	Hold	21,585	–	–	0.57%	67
2023 Q4	$1.11M	Hold	21,585	–	–	0.45%	85
2023 Q3	$825K	Buy	21,585 +1,650	+8%	+$57.7K	0.39%	93
2023 Q2	$610K	Buy	19,935 +100	+0.5%	+$3.22K	0.27%	110
2023 Q1	$742K	Buy	19,835 +300	+2%	+$12.3K	0.34%	102
2022 Q4	$680K	Hold	19,535	–	–	0.3%	106
2022 Q3	$542K	Buy	19,535 +6,185	+46%	+$183K	0.25%	112
2022 Q2	$357K	Buy	+13,350	New	+$487K	0.16%	131

Other funds holding JXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinnacle Holdings's JXN Position: Q2 2026 in Review

Pinnacle Holdings reduced its Jackson Financial (JXN) stake by 0.05% in Q2 2026, selling an estimated $1.08K and leaving 18,275 shares worth $1.87M. The position accounts for 0.58% of the portfolio, ranked #59.

Pinnacle Holdings first reported a position in JXN in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.95M in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Pinnacle Holdings held 18,275 shares of Jackson Financial worth $1.87M as of Q2 2026.
Pinnacle Holdings sold 10 Jackson Financial shares in Q2 2026, an estimated $1.08K.
Jackson Financial made up 0.58% of Pinnacle Holdings's portfolio in Q2 2026, its #59 holding.
Pinnacle Holdings first reported a position in Jackson Financial in Q2 2022 and has held it in 17 quarters since.
Pinnacle Holdings's Jackson Financial position peaked at $1.95M in Q4 2025.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.