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Williamson Legacy Group’s Jackson Financial JXN Stock Holding History

Williamson Legacy Group’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
Q2 		– Sell
-8,045
Closed -$674K – 125
2025
Q1 		$674K Buy
8,045
+4,428
+122% +$393K 0.64% 72
2024
Q4 		$315K Buy
+3,617
New +$353K 0.21% 99

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
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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Williamson Legacy Group's JXN Position: Q2 2025 in Review

Williamson Legacy Group sold out of Jackson Financial (JXN) in Q2 2025, closing a stake of 8,045 shares — an estimated $674K sold.

Williamson Legacy Group first reported a position in JXN in Q4 2024 and held it in 2 quarters. The position peaked at $674K in Q1 2025. 459 funds tracked by Wall St. Rank hold JXN as of Q2 2025.

  • Williamson Legacy Group reported no remaining Jackson Financial position as of Q2 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 8,045 Jackson Financial shares in Q2 2025, an estimated $674K.
  • Williamson Legacy Group first reported a position in Jackson Financial in Q4 2024 and held it in 2 quarters.
  • Williamson Legacy Group's Jackson Financial position peaked at $674K in Q1 2025.
  • 459 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2025.

Based on Williamson Legacy Group's 13F filing for Q2 2025, filed 13 Aug 2025.