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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
Q2 		– Sell
-401
Closed -$42.4K – 1865
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 $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

Root Financial Partners's JXN Position: Q2 2026 in Review

Root Financial Partners sold out of Jackson Financial (JXN) in Q2 2026, closing a stake of 401 shares — an estimated $42.4K sold.

Root Financial Partners first reported a position in JXN in Q3 2025 and held it in 3 quarters. The position peaked at $42.4K in Q1 2026. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Root Financial Partners reported no remaining Jackson Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 401 Jackson Financial shares in Q2 2026, an estimated $42.4K.
  • Root Financial Partners first reported a position in Jackson Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Jackson Financial position peaked at $42.4K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.