SageView Advisory Group’s Jackson Financial JXN Stock Holding History

SageView Advisory Group’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	–	Sell	-78	Closed	-$8.32K	–	1555
2025 Q4	$8.32K	Buy	+78	New	+$7.76K	﹤0.01%	1782

Other funds holding JXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SageView Advisory Group's JXN Position: Q1 2026 in Review

SageView Advisory Group sold out of Jackson Financial (JXN) in Q1 2026, closing a stake of 78 shares — an estimated $8.32K sold.

SageView Advisory Group first reported a position in JXN in Q4 2025 and held it in 1 quarter. The position peaked at $8.32K in Q4 2025. 517 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

SageView Advisory Group reported no remaining Jackson Financial position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 78 Jackson Financial shares in Q1 2026, an estimated $8.32K.
SageView Advisory Group first reported a position in Jackson Financial in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Jackson Financial position peaked at $8.32K in Q4 2025.
517 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.