Vanguard Personalized Indexing Management
JXN icon

Vanguard Personalized Indexing Management’s Jackson Financial JXN Stock Holding History

Vanguard Personalized Indexing 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
Q2 		$996K Sell
9,727
-1,172
-11% -$127K 0.01% 1000
2026
Q1 		$1.15M Buy
10,899
+502
+5% +$56.2K 0.01% 855
2025
Q4 		$1.11M Sell
10,397
-161
-2% -$16K 0.01% 861
2025
Q3 		$1.07M Sell
10,558
-75
-0.7% -$7.01K 0.01% 869
2025
Q2 		$944K Sell
10,633
-65
-0.6% -$5.26K 0.01% 892
2025
Q1 		$896K Buy
10,698
+1,612
+18% +$143K 0.01% 843
2024
Q4 		$791K Buy
9,086
+113
+1% +$11K 0.01% 887
2024
Q3 		$819K Buy
8,973
+1,230
+16% +$103K 0.01% 864
2024
Q2 		$569K Buy
7,743
+588
+8% +$42K 0.01% 972
2024
Q1 		$473K Buy
7,155
+980
+16% +$53.2K 0.01% 1055
2023
Q4 		$316K Buy
+6,175
New +$272K 0.01% 1200

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

Vanguard Personalized Indexing Management's JXN Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Jackson Financial (JXN) stake by 11% in Q2 2026, selling an estimated $127K and leaving 9,727 shares worth $996K. The position accounts for 0.01% of the portfolio, ranked #1000.

Vanguard Personalized Indexing Management first reported a position in JXN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q1 2026. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Vanguard Personalized Indexing Management held 9,727 shares of Jackson Financial worth $996K as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 1,172 Jackson Financial shares in Q2 2026, an estimated $127K.
  • Jackson Financial made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1000 holding.
  • Vanguard Personalized Indexing Management first reported a position in Jackson Financial in Q4 2023 and has held it in 11 quarters since.
  • Vanguard Personalized Indexing Management's Jackson Financial position peaked at $1.15M in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.