Steve Schonfeld’s Jackson Financial JXN Stock Holding History

Steve Schonfeld’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
2025 Q4	–	Sell	-19,069	Closed	-$1.93M	–	2308
2025 Q3	$1.93M	Buy	+19,069	New	+$1.78M	0.01%	1054
2025 Q2	–	Sell	-33,205	Closed	-$2.78M	–	2289
2025 Q1	$2.78M	Buy	33,205 +20,228	+156%	+$1.8M	0.02%	796
2024 Q4	$1.13M	Buy	+12,977	New	+$1.27M	0.01%	1063
2024 Q3	–	Sell	-3,241	Closed	-$241K	–	2224
2024 Q2	$241K	Sell	3,241 -812	-20%	-$58K	﹤0.01%	1753
2024 Q1	$268K	Sell	4,053 -1,209	-23%	-$65.6K	﹤0.01%	1695
2023 Q4	$269K	Buy	+5,262	New	+$232K	﹤0.01%	1458
2023 Q2	–	Sell	-38,982	Closed	-$1.46M	–	2328
2023 Q1	$1.46M	Sell	38,982 -65,050	-63%	-$2.67M	0.01%	793
2022 Q4	$3.62M	Buy	104,032 +75,532	+265%	+$2.62M	0.03%	587
2022 Q3	$791K	Buy	+28,500	New	+$842K	0.01%	1442
2022 Q2	–	Sell	-26,844	Closed	-$1.19M	–	2762
2022 Q1	$1.19M	Buy	+26,844	New	+$1.12M	0.01%	913

Other funds holding JXN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Steve Schonfeld's JXN Position: Q4 2025 in Review

Steve Schonfeld sold out of Jackson Financial (JXN) in Q4 2025, closing a stake of 19,069 shares — an estimated $1.93M sold.

Steve Schonfeld first reported a position in JXN in Q1 2022 and held it in 10 quarters. The position peaked at $3.62M in Q4 2022. 513 funds tracked by Wall St. Rank hold JXN as of Q4 2025.

Steve Schonfeld reported no remaining Jackson Financial position as of Q4 2025 after selling out during the quarter.
Steve Schonfeld sold 19,069 Jackson Financial shares in Q4 2025, an estimated $1.93M.
Steve Schonfeld first reported a position in Jackson Financial in Q1 2022 and held it in 10 quarters.
Steve Schonfeld's Jackson Financial position peaked at $3.62M in Q4 2022.
513 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.