DCM
JXN icon

Davis Capital Management’s Jackson Financial JXN Stock Holding History

Davis 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 		$68.6K Sell
670
-590
-47% -$63.9K 0.04% 139
2026
Q1 		$133K Buy
+1,260
New +$141K 0.09% 93

Other funds holding JXN

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Davis Capital Management's JXN Position: Q2 2026 in Review

Davis Capital Management reduced its Jackson Financial (JXN) stake by 47% in Q2 2026, selling an estimated $63.9K and leaving 670 shares worth $68.6K. The position accounts for 0.04% of the portfolio, ranked #139.

Davis Capital Management first reported a position in JXN in Q1 2026 and has held it in 2 quarters since. The position peaked at $133K in Q1 2026. 99 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Davis Capital Management held 670 shares of Jackson Financial worth $68.6K as of Q2 2026.
  • Davis Capital Management sold 590 Jackson Financial shares in Q2 2026, an estimated $63.9K.
  • Jackson Financial made up 0.04% of Davis Capital Management's portfolio in Q2 2026, its #139 holding.
  • Davis Capital Management first reported a position in Jackson Financial in Q1 2026 and has held it in 2 quarters since.
  • Davis Capital Management's Jackson Financial position peaked at $133K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.