Versant Capital Management’s Jackson Financial JXN Stock Holding History

Versant Capital 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	$127K	Buy	1,243 +59	+5%	+$6.39K	0.01%	805
2026 Q1	$125K	Buy	1,184 +348	+42%	+$38.9K	0.01%	773
2025 Q4	$89.2K	Buy	836 +6	+0.7%	+$597	0.01%	802
2025 Q3	$84K	Hold	830	–	–	0.01%	791
2025 Q2	$73.7K	Buy	830 +280	+51%	+$22.7K	0.01%	798
2025 Q1	$46.1K	Buy	550 +340	+162%	+$30.2K	0.01%	902
2024 Q4	$18.3K	Sell	210 -33	-14%	-$3.22K	﹤0.01%	1080
2024 Q3	$22.2K	Buy	243 +112	+85%	+$9.34K	0.01%	768
2024 Q2	$9.73K	Hold	131	–	–	﹤0.01%	999
2024 Q1	$8.66K	Hold	131	–	–	﹤0.01%	830
2023 Q4	$6.71K	Buy	131 +70	+115%	+$3.08K	﹤0.01%	876
2023 Q3	$2.33K	Sell	61 -124	-67%	-$4.33K	﹤0.01%	1251
2023 Q2	$5.66K	Buy	185 +46	+33%	+$1.48K	﹤0.01%	994
2023 Q1	$5.19K	Buy	139 +69	+99%	+$2.83K	﹤0.01%	926
2022 Q4	$2.44K	Buy	70 +9	+15%	+$313	﹤0.01%	1090
2022 Q3	$2K	Buy	+61	New	+$1.8K	﹤0.01%	1091

Other funds holding JXN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return