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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
Q2 		$784K Sell
7,612
-2,627
-26% -$285K 0.01% 791
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 $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 $3.38T AUM 44.17% 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

World Investment Advisors's JXN Position: Q2 2026 in Review

World Investment Advisors reduced its Jackson Financial (JXN) stake by 26% in Q2 2026, selling an estimated $285K and leaving 7,612 shares worth $784K. The position accounts for 0.01% of the portfolio, ranked #791.

World Investment Advisors first reported a position in JXN in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q1 2026. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • World Investment Advisors held 7,612 shares of Jackson Financial worth $784K as of Q2 2026.
  • World Investment Advisors sold 2,627 Jackson Financial shares in Q2 2026, an estimated $285K.
  • Jackson Financial made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #791 holding.
  • World Investment Advisors first reported a position in Jackson Financial in Q1 2025 and has held it in 4 quarters since.
  • World Investment Advisors's Jackson Financial position peaked at $1.08M in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.