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Pinnacle Wealth Planning Services’s Jackson Financial JXN Stock Holding History

Pinnacle Wealth Planning Services’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 		$157K Buy
1,536
+35
+2% +$3.79K 0.02% 636
2026
Q1 		$159K Buy
1,501
+69
+5% +$7.72K 0.02% 565
2025
Q4 		$153K Buy
+1,432
New +$142K 0.02% 580

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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's JXN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Jackson Financial (JXN) stake by 2.3% in Q2 2026, buying an estimated $3.79K and bringing the position to 1,536 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #636.

Pinnacle Wealth Planning Services first reported a position in JXN in Q4 2025 and has held it in 3 quarters since. The position peaked at $159K in Q1 2026. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,536 shares of Jackson Financial worth $157K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 35 Jackson Financial shares in Q2 2026, an estimated $3.79K.
  • Jackson Financial made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #636 holding.
  • Pinnacle Wealth Planning Services first reported a position in Jackson Financial in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Jackson Financial position peaked at $159K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.