Sequoia Financial Advisors’s Jackson Financial JXN Stock Holding History

Sequoia Financial 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
2026 Q2	$204K	Sell	1,995 -263	-12%	-$28.5K	﹤0.01%	1973
2026 Q1	$239K	Sell	2,258 -1,846	-45%	-$206K	﹤0.01%	1693
2025 Q4	$438K	Buy	4,104 +1,810	+79%	+$180K	﹤0.01%	1352
2025 Q3	$232K	Sell	2,294 -54	-2%	-$5.04K	﹤0.01%	1538
2025 Q2	$209K	Buy	+2,348	New	+$190K	﹤0.01%	1463
2025 Q1	–	Sell	-2,745	Closed	-$239K	–	1423
2024 Q4	$239K	Buy	2,745 +72	+3%	+$7.03K	﹤0.01%	1134
2024 Q3	$244K	Buy	+2,673	New	+$223K	﹤0.01%	1075

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 $3.37T AUM 44.26% 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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Sequoia Financial Advisors's JXN Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Jackson Financial (JXN) stake by 12% in Q2 2026, selling an estimated $28.5K and leaving 1,995 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Sequoia Financial Advisors first reported a position in JXN in Q3 2024 and has held it in 7 quarters since. The position peaked at $438K in Q4 2025. 504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Sequoia Financial Advisors held 1,995 shares of Jackson Financial worth $204K as of Q2 2026.
Sequoia Financial Advisors sold 263 Jackson Financial shares in Q2 2026, an estimated $28.5K.
Jackson Financial made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1973 holding.
Sequoia Financial Advisors first reported a position in Jackson Financial in Q3 2024 and has held it in 7 quarters since.
Sequoia Financial Advisors's Jackson Financial position peaked at $438K in Q4 2025.
504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.