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United Capital Financial Advisors’s Jackson Financial JXN Stock Holding History

United Capital Financial 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 		$210K Buy
+2,049
New +$222K ﹤0.01% 1535

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

United Capital Financial Advisors's JXN Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Jackson Financial (JXN) in Q2 2026: 2,049 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1535 among its holdings.

504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • United Capital Financial Advisors held 2,049 shares of Jackson Financial worth $210K as of Q2 2026.
  • Jackson Financial was a new United Capital Financial Advisors position in Q2 2026.
  • Jackson Financial made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1535 holding.
  • 504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.