Steward Partners Investment Advisory’s Jackson Financial JXN Stock Holding History

Steward Partners Investment Advisory’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	$111K	Buy	1,083 +148	+16%	+$16K	﹤0.01%	2535
2026 Q1	$98.8K	Hold	935	–	–	﹤0.01%	2378
2025 Q4	$99.7K	Hold	935	–	–	﹤0.01%	2296
2025 Q3	$94.7K	Buy	935 +200	+27%	+$18.7K	﹤0.01%	2269
2025 Q2	$65.3K	Hold	735	–	–	﹤0.01%	2336
2025 Q1	$61.6K	Hold	735	–	–	﹤0.01%	2270
2024 Q4	$64K	Buy	735 +27	+4%	+$2.64K	﹤0.01%	2207
2024 Q3	$64.6K	Hold	708	–	–	﹤0.01%	2107
2024 Q2	$52.6K	Sell	708 -14	-2%	-$1K	﹤0.01%	2078
2024 Q1	$47.8K	Buy	722 +699	+3,039%	+$38K	﹤0.01%	2141
2023 Q4	$1.18K	Hold	23	–	–	﹤0.01%	3288
2023 Q3	$879	Sell	23 -1,000	-98%	-$34.9K	﹤0.01%	3207
2023 Q2	$31.3K	Hold	1,023	–	–	﹤0.01%	2075
2023 Q1	$38.3K	Buy	1,023 +1,000	+4,348%	+$41.1K	﹤0.01%	1970
2022 Q4	$800	Hold	23	–	–	﹤0.01%	3145
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	3132
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	3127
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	3191
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	3098
2021 Q3	$1K	Buy	+23	New	+$626	﹤0.01%	3083

Other funds holding JXN

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's JXN Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Jackson Financial (JXN) stake by 16% in Q2 2026, buying an estimated $16K and bringing the position to 1,083 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2535.

Steward Partners Investment Advisory first reported a position in JXN in Q3 2021 and has held it in 20 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Steward Partners Investment Advisory held 1,083 shares of Jackson Financial worth $111K as of Q2 2026.
Steward Partners Investment Advisory bought 148 Jackson Financial shares in Q2 2026, an estimated $16K.
Jackson Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2535 holding.
Steward Partners Investment Advisory first reported a position in Jackson Financial in Q3 2021 and has held it in 20 quarters since.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.