Everence Capital Management’s Jackson Financial JXN Stock Holding History

Everence 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	$421K	Hold	4,108	–	–	0.02%	480
2026 Q1	$434K	Sell	4,108 -1,162	-22%	-$130K	0.03%	425
2025 Q4	$562K	Hold	5,270	–	–	0.03%	357
2025 Q3	$533K	Hold	5,270	–	–	0.03%	374
2025 Q2	$468K	Hold	5,270	–	–	0.03%	399
2025 Q1	$442K	Hold	5,270	–	–	0.03%	401
2024 Q4	$459K	Sell	5,270 -3,710	-41%	-$362K	0.03%	392
2024 Q3	$819K	Hold	8,980	–	–	0.05%	282
2024 Q2	$614K	Hold	8,980	–	–	0.04%	332
2024 Q1	$594K	Hold	8,980	–	–	0.04%	357
2023 Q4	$460K	Hold	8,980	–	–	0.03%	424
2023 Q3	$343K	Buy	+8,980	New	+$314K	0.03%	503

Other funds holding JXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Everence Capital Management held its Jackson Financial (JXN) position steady in Q2 2026 at 4,108 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #480.

Everence Capital Management first reported a position in JXN in Q3 2023 and has held it in 12 quarters since. The position peaked at $819K in Q3 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Everence Capital Management held 4,108 shares of Jackson Financial worth $421K as of Q2 2026.
Everence Capital Management left its Jackson Financial share count unchanged in Q2 2026.
Jackson Financial made up 0.02% of Everence Capital Management's portfolio in Q2 2026, its #480 holding.
Everence Capital Management first reported a position in Jackson Financial in Q3 2023 and has held it in 12 quarters since.
Everence Capital Management's Jackson Financial position peaked at $819K in Q3 2024.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.