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Steward Financial Group’s Jackson Financial JXN Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+50
New +$1.75K ﹤0.01% 1180
2023
Q2 		– Sell
-38
Closed -$1K – 740
2023
Q1 		$1K Buy
38
+32
+533% +$1.31K ﹤0.01% 622
2022
Q4 		$0 Buy
+6
New +$208 ﹤0.01% 677

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Steward Financial Group's JXN Position: Q3 2023 in Review

Steward Financial Group opened a new position in Jackson Financial (JXN) in Q3 2023: 50 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1180 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in JXN as recently as Q1 2023.

Steward Financial Group first reported a position in JXN in Q4 2022 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold JXN as of Q3 2023.

  • Steward Financial Group held 50 shares of Jackson Financial worth $1K as of Q3 2023.
  • Jackson Financial was a new Steward Financial Group position in Q3 2023.
  • Jackson Financial made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1180 holding.
  • Steward Financial Group first reported a position in Jackson Financial in Q4 2022 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.