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World Investment Advisors’s Jackson Financial JXN Stock Holding History

World Investment 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
Q1 		$1.08M Buy
10,239
+281
+3% +$31.4K 0.02% 689
2025
Q4 		$1.06M Buy
+9,958
New +$990K 0.02% 664
2025
Q2 		– Sell
-3,424
Closed -$287K – 1173
2025
Q1 		$287K Buy
+3,424
New +$304K 0.01% 880

Other funds holding JXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

World Investment Advisors's JXN Position: Q1 2026 in Review

World Investment Advisors increased its Jackson Financial (JXN) stake by 2.8% in Q1 2026, buying an estimated $31.4K and bringing the position to 10,239 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #689.

World Investment Advisors first reported a position in JXN in Q1 2025 and has held it in 3 quarters since. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • World Investment Advisors held 10,239 shares of Jackson Financial worth $1.08M as of Q1 2026.
  • World Investment Advisors bought 281 Jackson Financial shares in Q1 2026, an estimated $31.4K.
  • Jackson Financial made up 0.02% of World Investment Advisors's portfolio in Q1 2026, its #689 holding.
  • World Investment Advisors first reported a position in Jackson Financial in Q1 2025 and has held it in 3 quarters since.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.