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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
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
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

Silver Oak Securities's JXN Position: Q1 2026 in Review

Silver Oak Securities reduced its Jackson Financial (JXN) stake by 1.5% in Q1 2026, selling an estimated $5.71K and leaving 3,401 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #535.

Silver Oak Securities first reported a position in JXN in Q1 2024 and has held it in 9 quarters since. The position peaked at $371K in Q4 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Silver Oak Securities held 3,401 shares of Jackson Financial worth $360K as of Q1 2026.
  • Silver Oak Securities sold 51 Jackson Financial shares in Q1 2026, an estimated $5.71K.
  • Jackson Financial made up 0.03% of Silver Oak Securities's portfolio in Q1 2026, its #535 holding.
  • Silver Oak Securities first reported a position in Jackson Financial in Q1 2024 and has held it in 9 quarters since.
  • Silver Oak Securities's Jackson Financial position peaked at $371K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.