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Principal Securities’s Jackson Financial JXN Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,251
Closed -$127K – 2513
2025
Q3 		$127K Sell
1,251
-3
-0.2% -$280 ﹤0.01% 1484
2025
Q2 		$111K Buy
1,254
+839
+202% +$68K ﹤0.01% 1504
2025
Q1 		$36.1K Hold
415
– – ﹤0.01% 1908
2024
Q4 		$36.1K Sell
415
-4
-1% -$391 ﹤0.01% 1904
2024
Q3 		$38.2K Sell
419
-33
-7% -$2.75K ﹤0.01% 1809
2024
Q2 		$33.6K Sell
452
-18
-4% -$1.29K ﹤0.01% 1810
2024
Q1 		$31.1K Buy
470
+10
+2% +$543 ﹤0.01% 1779
2023
Q4 		$23.6K Buy
+460
New +$20.2K ﹤0.01% 1844

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Principal Securities's JXN Position: Q4 2025 in Review

Principal Securities sold out of Jackson Financial (JXN) in Q4 2025, closing a stake of 1,251 shares — an estimated $127K sold.

Principal Securities first reported a position in JXN in Q4 2023 and held it in 8 quarters. The position peaked at $127K in Q3 2025. 514 funds tracked by Wall St. Rank hold JXN as of Q4 2025.

  • Principal Securities reported no remaining Jackson Financial position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,251 Jackson Financial shares in Q4 2025, an estimated $127K.
  • Principal Securities first reported a position in Jackson Financial in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Jackson Financial position peaked at $127K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.