Silver Oak Securities
JXN icon

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
Q3 		$411K Sell
3,123
-316
-9% -$40.5K 0.03% 537
2026
Q2 		$352K Buy
3,439
+38
+1% +$4.12K 0.02% 581
2026
Q1 		$360K Sell
3,401
-51
-1% -$5.7K 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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Silver Oak Securities's JXN Position: Q3 2026 in Review

Silver Oak Securities reduced its Jackson Financial (JXN) stake by 9.2% in Q3 2026, selling an estimated $40.5K and leaving 3,123 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #537.

Silver Oak Securities first reported a position in JXN in Q1 2024 and has held it in 11 quarters since. 293 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • Silver Oak Securities held 3,123 shares of Jackson Financial worth $411K as of Q3 2026.
  • Silver Oak Securities sold 316 Jackson Financial shares in Q3 2026, an estimated $40.5K.
  • Jackson Financial made up 0.03% of Silver Oak Securities's portfolio in Q3 2026, its #537 holding.
  • Silver Oak Securities first reported a position in Jackson Financial in Q1 2024 and has held it in 11 quarters since.
  • 293 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.