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Private Trust Company’s Jackson Financial JXN Stock Holding History

Private Trust Company’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 		$115K Sell
1,119
-853
-43% -$92.4K 0.01% 1023
2026
Q1 		$208K Sell
1,972
-588
-23% -$65.8K 0.02% 754
2025
Q4 		$273K Sell
2,560
-155
-6% -$15.4K 0.02% 632
2025
Q3 		$275K Sell
2,715
-130
-5% -$12.1K 0.02% 625
2025
Q2 		$253K Hold
2,845
– – 0.02% 636
2025
Q1 		$238K Hold
2,845
– – 0.02% 648
2024
Q4 		$248K Hold
2,845
– – 0.03% 608
2024
Q3 		$260K Sell
2,845
-40
-1% -$3.34K 0.03% 601
2024
Q2 		$214K Sell
2,885
-375
-12% -$26.8K 0.02% 633
2024
Q1 		$216K Buy
3,260
+104
+3% +$5.65K 0.02% 620
2023
Q4 		$162K Buy
3,156
+292
+10% +$12.8K 0.02% 675
2023
Q3 		$109K Buy
2,864
+1,081
+61% +$37.8K 0.01% 767
2023
Q2 		$54.6K Buy
1,783
+479
+37% +$15.4K 0.01% 997
2023
Q1 		$48.8K Buy
1,304
+554
+74% +$22.7K 0.01% 1007
2022
Q4 		$26K Buy
+750
New +$26.1K ﹤0.01% 1198
2022
Q3 		– Sell
-750
Closed -$20K – 2117
2022
Q2 		$20K Buy
+750
New +$27.3K ﹤0.01% 1236

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

Private Trust Company's JXN Position: Q2 2026 in Review

Private Trust Company reduced its Jackson Financial (JXN) stake by 43% in Q2 2026, selling an estimated $92.4K and leaving 1,119 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #1023.

Private Trust Company first reported a position in JXN in Q2 2022 and has held it in 16 quarters since. The position peaked at $275K in Q3 2025. 504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Private Trust Company held 1,119 shares of Jackson Financial worth $115K as of Q2 2026.
  • Private Trust Company sold 853 Jackson Financial shares in Q2 2026, an estimated $92.4K.
  • Jackson Financial made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1023 holding.
  • Private Trust Company first reported a position in Jackson Financial in Q2 2022 and has held it in 16 quarters since.
  • Private Trust Company's Jackson Financial position peaked at $275K in Q3 2025.
  • 504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.