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JXN icon

Sunbelt Securities’s Jackson Financial JXN Stock Holding History

Sunbelt Securities’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 		$5.71K Hold
54
– – ﹤0.01% 1641
2025
Q4 		$5.76K Hold
54
– – ﹤0.01% 1602
2025
Q3 		$5.47K Buy
54
+29
+116% +$2.71K ﹤0.01% 1599
2025
Q2 		$2.18K Hold
25
– – ﹤0.01% 1583
2025
Q1 		$2.09K Hold
25
– – ﹤0.01% 1568
2024
Q4 		$2.17K Buy
+25
New +$2.44K ﹤0.01% 1586

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

Sunbelt Securities's JXN Position: Q1 2026 in Review

Sunbelt Securities held its Jackson Financial (JXN) position steady in Q1 2026 at 54 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Sunbelt Securities first reported a position in JXN in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.76K in Q4 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Sunbelt Securities held 54 shares of Jackson Financial worth $5.71K as of Q1 2026.
  • Sunbelt Securities left its Jackson Financial share count unchanged in Q1 2026.
  • Jackson Financial made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1641 holding.
  • Sunbelt Securities first reported a position in Jackson Financial in Q4 2024 and has held it in 6 quarters since.
  • Sunbelt Securities's Jackson Financial position peaked at $5.76K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.