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Vest Financial’s Jackson Financial JXN Stock Holding History

Vest Financial’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
2025
Q3 		– Sell
-119,499
Closed -$10.6M – 426
2025
Q2 		$10.6M Sell
119,499
-1,575
-1% -$128K 0.15% 136
2025
Q1 		$10.1M Sell
121,074
-274,291
-69% -$24.4M 0.16% 132
2024
Q4 		$34.4M Buy
395,365
+84,999
+27% +$8.3M 0.61% 91
2024
Q3 		$28.3M Sell
310,366
-7,275
-2% -$607K 0.55% 90
2024
Q2 		$23.6M Buy
317,641
+18,713
+6% +$1.34M 0.57% 76
2024
Q1 		$19.8M Buy
298,928
+294,219
+6,248% +$16M 0.52% 75
2023
Q4 		$241K Buy
+4,709
New +$207K 0.01% 165

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Vest Financial's JXN Position: Q3 2025 in Review

Vest Financial sold out of Jackson Financial (JXN) in Q3 2025, closing a stake of 119,499 shares — an estimated $10.6M sold.

Vest Financial first reported a position in JXN in Q4 2023 and held it in 7 quarters. The position peaked at $34.4M in Q4 2024. 478 funds tracked by Wall St. Rank hold JXN as of Q3 2025.

  • Vest Financial reported no remaining Jackson Financial position as of Q3 2025 after selling out during the quarter.
  • Vest Financial sold 119,499 Jackson Financial shares in Q3 2025, an estimated $10.6M.
  • Vest Financial first reported a position in Jackson Financial in Q4 2023 and held it in 7 quarters.
  • Vest Financial's Jackson Financial position peaked at $34.4M in Q4 2024.
  • 478 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2025.

Based on Vest Financial's 13F filing for Q3 2025, filed 30 Oct 2025.