Silver Oak Securities’s Jackson Financial JXN Stock Holding History

Silver Oak Securities’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	$352K	Buy	3,439 +38	+1%	+$4.12K	0.02%	581
2026 Q1	$360K	Sell	3,401 -51	-1%	-$5.71K	0.03%	535
2025 Q4	$371K	Buy	3,452 +18	+0.5%	+$1.79K	0.03%	553
2025 Q3	$348K	Sell	3,434 -263	-7%	-$24.6K	0.03%	535
2025 Q2	$328K	Buy	3,697 +215	+6%	+$17.4K	0.03%	523
2025 Q1	$289K	Buy	3,482 +91	+3%	+$8.08K	0.03%	517
2024 Q4	$294K	Buy	3,391 +21	+0.6%	+$2.05K	0.03%	514
2024 Q3	$308K	Buy	3,370 +295	+10%	+$24.6K	0.03%	424
2024 Q2	$228K	Sell	3,075 -165	-5%	-$11.8K	0.03%	352
2024 Q1	$214K	Buy	+3,240	New	+$176K	0.03%	368

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

Silver Oak Securities's JXN Position: Q2 2026 in Review

Silver Oak Securities increased its Jackson Financial (JXN) stake by 1.1% in Q2 2026, buying an estimated $4.12K and bringing the position to 3,439 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #581.

Silver Oak Securities first reported a position in JXN in Q1 2024 and has held it in 10 quarters since. The position peaked at $371K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Silver Oak Securities held 3,439 shares of Jackson Financial worth $352K as of Q2 2026.
Silver Oak Securities bought 38 Jackson Financial shares in Q2 2026, an estimated $4.12K.
Jackson Financial made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #581 holding.
Silver Oak Securities first reported a position in Jackson Financial in Q1 2024 and has held it in 10 quarters since.
Silver Oak Securities's Jackson Financial position peaked at $371K in Q4 2025.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.