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Richard Bernstein Advisors’s Jackson Financial JXN Stock Holding History

Richard Bernstein Advisors’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
Q2 		– Sell
-36,636
Closed -$3.07M – 229
2025
Q1 		$3.07M Buy
+36,636
New +$3.25M 0.07% 145

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Richard Bernstein Advisors's JXN Position: Q2 2025 in Review

Richard Bernstein Advisors sold out of Jackson Financial (JXN) in Q2 2025, closing a stake of 36,636 shares — an estimated $3.07M sold.

Richard Bernstein Advisors first reported a position in JXN in Q1 2025 and held it in 1 quarter. The position peaked at $3.07M in Q1 2025. 459 funds tracked by Wall St. Rank hold JXN as of Q2 2025.

  • Richard Bernstein Advisors reported no remaining Jackson Financial position as of Q2 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 36,636 Jackson Financial shares in Q2 2025, an estimated $3.07M.
  • Richard Bernstein Advisors first reported a position in Jackson Financial in Q1 2025 and held it in 1 quarter.
  • Richard Bernstein Advisors's Jackson Financial position peaked at $3.07M in Q1 2025.
  • 459 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2025.

Based on Richard Bernstein Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.