Stifel Financial
JXN icon

Stifel Financial’s Jackson Financial JXN Stock Holding History

Stifel Financial’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
Q1 		$2.45M Sell
23,165
-1,574
-6% -$176K ﹤0.01% 1813
2025
Q4 		$2.64M Buy
24,739
+329
+1% +$32.7K ﹤0.01% 1739
2025
Q3 		$2.47M Sell
24,410
-807
-3% -$75.4K ﹤0.01% 1765
2025
Q2 		$2.24M Buy
25,217
+2,770
+12% +$224K ﹤0.01% 1765
2025
Q1 		$1.88M Sell
22,447
-27,055
-55% -$2.4M ﹤0.01% 1804
2024
Q4 		$4.31M Buy
49,502
+1,938
+4% +$189K ﹤0.01% 1298
2024
Q3 		$4.34M Buy
47,564
+14,364
+43% +$1.2M ﹤0.01% 1280
2024
Q2 		$2.47M Sell
33,200
-3,979
-11% -$284K ﹤0.01% 1580
2024
Q1 		$2.46M Sell
37,179
-1,003
-3% -$54.5K ﹤0.01% 1574
2023
Q4 		$1.95M Buy
38,182
+5,432
+17% +$239K ﹤0.01% 1683
2023
Q3 		$1.25M Sell
32,750
-27,365
-46% -$956K ﹤0.01% 1890
2023
Q2 		$1.84M Buy
60,115
+27,747
+86% +$894K ﹤0.01% 1683
2023
Q1 		$1.21M Buy
32,368
+2,423
+8% +$99.5K ﹤0.01% 1917
2022
Q4 		$1.04M Sell
29,945
-23,027
-43% -$800K ﹤0.01% 1973
2022
Q3 		$1.47M Buy
52,972
+8,345
+19% +$247K ﹤0.01% 1678
2022
Q2 		$1.19M Buy
44,627
+31,128
+231% +$1.14M ﹤0.01% 1866
2022
Q1 		$597K Buy
+13,499
New +$562K ﹤0.01% 2474

Other funds holding JXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial's JXN Position: Q1 2026 in Review

Stifel Financial reduced its Jackson Financial (JXN) stake by 6.4% in Q1 2026, selling an estimated $176K and leaving 23,165 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Stifel Financial first reported a position in JXN in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.34M in Q3 2024. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Stifel Financial held 23,165 shares of Jackson Financial worth $2.45M as of Q1 2026.
  • Stifel Financial sold 1,574 Jackson Financial shares in Q1 2026, an estimated $176K.
  • Jackson Financial made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1813 holding.
  • Stifel Financial first reported a position in Jackson Financial in Q1 2022 and has held it in 17 quarters since.
  • Stifel Financial's Jackson Financial position peaked at $4.34M in Q3 2024.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.