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Steadtrust’s Jackson Financial JXN Stock Holding History

Steadtrust’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 		$914K Hold
8,930
– – 0.46% 54
2026
Q1 		$944K Sell
8,930
-700
-7% -$78.3K 0.54% 49
2025
Q4 		$1.03M Hold
9,630
– – 0.63% 38
2025
Q3 		$975K Hold
9,630
– – 0.66% 39
2025
Q2 		$855K Buy
+9,630
New +$780K 0.67% 43

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Steadtrust's JXN Position: Q2 2026 in Review

Steadtrust held its Jackson Financial (JXN) position steady in Q2 2026 at 8,930 shares worth $914K. The position accounts for 0.46% of the portfolio, ranked #54.

Steadtrust first reported a position in JXN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q4 2025. 503 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Steadtrust held 8,930 shares of Jackson Financial worth $914K as of Q2 2026.
  • Steadtrust left its Jackson Financial share count unchanged in Q2 2026.
  • Jackson Financial made up 0.46% of Steadtrust's portfolio in Q2 2026, its #54 holding.
  • Steadtrust first reported a position in Jackson Financial in Q2 2025 and has held it in 5 quarters since.
  • Steadtrust's Jackson Financial position peaked at $1.03M in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Steadtrust's 13F filing for Q2 2026, filed 9 Jul 2026.