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Twin Peaks Wealth Advisors’s Jackson Financial JXN Stock Holding History

Twin Peaks Wealth 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 		– Sell
-249
Closed -$26.3K – 1255
2026
Q1 		$26.3K Buy
+249
New +$27.9K 0.01% 615
2025
Q3 		– Sell
-315
Closed -$29.7K – 1189
2025
Q2 		$29.7K Buy
+315
New +$25.5K 0.01% 475

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

Twin Peaks Wealth Advisors's JXN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Jackson Financial (JXN) in Q2 2026, closing a stake of 249 shares — an estimated $26.3K sold.

Twin Peaks Wealth Advisors first reported a position in JXN in Q2 2025 and held it in 2 quarters. The position peaked at $29.7K in Q2 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Jackson Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 249 Jackson Financial shares in Q2 2026, an estimated $26.3K.
  • Twin Peaks Wealth Advisors first reported a position in Jackson Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Jackson Financial position peaked at $29.7K in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.