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 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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return