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Root Financial Partners’s Jackson Financial JXN Stock Holding History

Root Financial Partners’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
Q1 		$42.4K Buy
401
+127
+46% +$14.2K ﹤0.01% 951
2025
Q4 		$29.2K Buy
274
+32
+13% +$3.18K ﹤0.01% 958
2025
Q3 		$24.5K Buy
+242
New +$22.6K ﹤0.01% 1013

Other funds holding JXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Root Financial Partners's JXN Position: Q1 2026 in Review

Root Financial Partners increased its Jackson Financial (JXN) stake by 46% in Q1 2026, buying an estimated $14.2K and bringing the position to 401 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Root Financial Partners first reported a position in JXN in Q3 2025 and has held it in 3 quarters since. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Root Financial Partners held 401 shares of Jackson Financial worth $42.4K as of Q1 2026.
  • Root Financial Partners bought 127 Jackson Financial shares in Q1 2026, an estimated $14.2K.
  • Jackson Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #951 holding.
  • Root Financial Partners first reported a position in Jackson Financial in Q3 2025 and has held it in 3 quarters since.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.