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TCFG Investment Advisors’s Jackson Financial JXN Stock Holding History

TCFG Investment Advisors’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 		$346K Buy
3,378
+159
+5% +$17.2K 0.12% 196
2026
Q1 		$340K Buy
+3,219
New +$360K 0.13% 171

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCFG Investment Advisors's JXN Position: Q2 2026 in Review

TCFG Investment Advisors increased its Jackson Financial (JXN) stake by 4.9% in Q2 2026, buying an estimated $17.2K and bringing the position to 3,378 shares worth $346K. The position accounts for 0.12% of the portfolio, ranked #196.

TCFG Investment Advisors first reported a position in JXN in Q1 2026 and has held it in 2 quarters since. 503 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • TCFG Investment Advisors held 3,378 shares of Jackson Financial worth $346K as of Q2 2026.
  • TCFG Investment Advisors bought 159 Jackson Financial shares in Q2 2026, an estimated $17.2K.
  • Jackson Financial made up 0.12% of TCFG Investment Advisors's portfolio in Q2 2026, its #196 holding.
  • TCFG Investment Advisors first reported a position in Jackson Financial in Q1 2026 and has held it in 2 quarters since.
  • 503 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.