SVB Wealth’s Jackson Financial JXN Stock Holding History

SVB Wealth’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 Q2	–	Sell	-123	Closed	-$10.3K	–	1083
2025 Q1	$10.3K	Buy	+123	New	+$10.9K	﹤0.01%	877

Other funds holding JXN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

SVB Wealth's JXN Position: Q2 2025 in Review

SVB Wealth sold out of Jackson Financial (JXN) in Q2 2025, closing a stake of 123 shares — an estimated $10.3K sold.

SVB Wealth first reported a position in JXN in Q1 2025 and held it in 1 quarter. The position peaked at $10.3K in Q1 2025. 459 funds tracked by Wall St. Rank hold JXN as of Q2 2025.

SVB Wealth reported no remaining Jackson Financial position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 123 Jackson Financial shares in Q2 2025, an estimated $10.3K.
SVB Wealth first reported a position in Jackson Financial in Q1 2025 and held it in 1 quarter.
SVB Wealth's Jackson Financial position peaked at $10.3K in Q1 2025.
459 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.