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TCFG Wealth Management’s Jackson Financial JXN Stock Holding History

TCFG Wealth Management’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 		$340K Sell
3,219
-26
-0.8% -$2.91K 0.13% 171
2025
Q4 		$346K Sell
3,245
-813
-20% -$80.9K 0.14% 179
2025
Q3 		$411K Sell
4,058
-298
-7% -$27.8K 0.16% 156
2025
Q2 		$387K Buy
4,356
+149
+4% +$12.1K 0.18% 159
2025
Q1 		$352K Sell
4,207
-336
-7% -$29.8K 0.18% 145
2024
Q4 		$396K Sell
4,543
-877
-16% -$85.6K 0.2% 127
2024
Q3 		$494K Buy
+5,420
New +$452K 0.25% 98

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TCFG Wealth Management's JXN Position: Q1 2026 in Review

TCFG Wealth Management reduced its Jackson Financial (JXN) stake by 0.8% in Q1 2026, selling an estimated $2.91K and leaving 3,219 shares worth $340K. The position accounts for 0.13% of the portfolio, ranked #171.

TCFG Wealth Management first reported a position in JXN in Q3 2024 and has held it in 7 quarters since. The position peaked at $494K in Q3 2024. 517 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • TCFG Wealth Management held 3,219 shares of Jackson Financial worth $340K as of Q1 2026.
  • TCFG Wealth Management sold 26 Jackson Financial shares in Q1 2026, an estimated $2.91K.
  • Jackson Financial made up 0.13% of TCFG Wealth Management's portfolio in Q1 2026, its #171 holding.
  • TCFG Wealth Management first reported a position in Jackson Financial in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Jackson Financial position peaked at $494K in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.