RFG Advisory
JXN icon

RFG Advisory’s Jackson Financial JXN Stock Holding History

RFG Advisory’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
Q3 		$1.98M Buy
15,348
+364
+2% +$46.6K 0.03% 399
2026
Q2 		$1.53M Buy
14,984
+1,077
+8% +$117K 0.02% 443
2026
Q1 		$1.47M Sell
13,907
-4,558
-25% -$510K 0.03% 425
2025
Q4 		$1.97M Sell
18,465
-135
-0.7% -$13.4K 0.04% 338
2025
Q3 		$1.88M Sell
18,600
-776
-4% -$72.5K 0.04% 335
2025
Q2 		$1.72M Buy
19,376
+2,452
+14% +$199K 0.04% 342
2025
Q1 		$1.42M Buy
16,924
+226
+1% +$20.1K 0.04% 333
2024
Q4 		$1.45M Sell
16,698
-125
-0.7% -$12.2K 0.04% 308
2024
Q3 		$1.53M Sell
16,823
-2,097
-11% -$175K 0.05% 297
2024
Q2 		$1.4M Sell
18,920
-4,311
-19% -$308K 0.05% 292
2024
Q1 		$1.54M Sell
23,231
-7,633
-25% -$414K 0.05% 275
2023
Q4 		$1.58M Sell
30,864
-4,731
-13% -$208K 0.06% 241
2023
Q3 		$1.36M Buy
35,595
+1,622
+5% +$56.7K 0.06% 230
2023
Q2 		$1.04M Buy
33,973
+1,838
+6% +$59.2K 0.05% 288
2023
Q1 		$1.2M Sell
32,135
-1,221
-4% -$50.1K 0.06% 241
2022
Q4 		$1.56M Buy
33,356
+2,845
+9% +$98.8K 0.08% 191
2022
Q3 		$966K Buy
30,511
+3,790
+14% +$112K 0.06% 265
2022
Q2 		$752K Buy
+26,721
New +$974K 0.04% 278

Other funds holding JXN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

RFG Advisory's JXN Position: Q3 2026 in Review

RFG Advisory increased its Jackson Financial (JXN) stake by 2.4% in Q3 2026, buying an estimated $46.6K and bringing the position to 15,348 shares worth $1.98M. The position accounts for 0.03% of the portfolio, ranked #399.

RFG Advisory first reported a position in JXN in Q2 2022 and has held it in 18 quarters since. 222 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • RFG Advisory held 15,348 shares of Jackson Financial worth $1.98M as of Q3 2026.
  • RFG Advisory bought 364 Jackson Financial shares in Q3 2026, an estimated $46.6K.
  • Jackson Financial made up 0.03% of RFG Advisory's portfolio in Q3 2026, its #399 holding.
  • RFG Advisory first reported a position in Jackson Financial in Q2 2022 and has held it in 18 quarters since.
  • 222 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on RFG Advisory's 13F filing for Q3 2026, filed 3 Nov 2026.