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Kendall Capital Management’s Jackson Financial JXN Stock Holding History

Kendall 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 		$3.32M Sell
32,472
-1,780
-5% -$193K 0.55% 46
2026
Q1 		$3.62M Sell
34,252
-1,218
-3% -$136K 0.74% 34
2025
Q4 		$3.78M Sell
35,470
-2,560
-7% -$255K 0.79% 32
2025
Q3 		$3.85M Sell
38,030
-3,820
-9% -$357K 0.87% 29
2025
Q2 		$3.72M Sell
41,850
-6,310
-13% -$511K 0.98% 26
2025
Q1 		$4.03M Sell
48,160
-1,380
-3% -$123K 1.19% 20
2024
Q4 		$4.31M Sell
49,540
-1,137
-2% -$111K 1.26% 19
2024
Q3 		$4.62M Buy
50,677
+277
+0.5% +$23.1K 1.43% 18
2024
Q2 		$3.74M Buy
50,400
+850
+2% +$60.7K 1.25% 22
2024
Q1 		$3.28M Sell
49,550
-1,760
-3% -$95.6K 1.13% 20
2023
Q4 		$2.63M Buy
51,310
+360
+0.7% +$15.8K 1.02% 21
2023
Q3 		$1.95M Buy
50,950
+7,120
+16% +$249K 0.86% 34
2023
Q2 		$1.34M Buy
43,830
+7,375
+20% +$238K 0.59% 55
2023
Q1 		$1.36M Buy
36,455
+11,420
+46% +$469K 0.66% 44
2022
Q4 		$871K Buy
+25,035
New +$870K 0.44% 75

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 $3.37T AUM 44.26% 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

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

Kendall Capital Management reduced its Jackson Financial (JXN) stake by 5.2% in Q2 2026, selling an estimated $193K and leaving 32,472 shares worth $3.32M. The position accounts for 0.55% of the portfolio, ranked #46.

Kendall Capital Management first reported a position in JXN in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.62M in Q3 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Kendall Capital Management held 32,472 shares of Jackson Financial worth $3.32M as of Q2 2026.
  • Kendall Capital Management sold 1,780 Jackson Financial shares in Q2 2026, an estimated $193K.
  • Jackson Financial made up 0.55% of Kendall Capital Management's portfolio in Q2 2026, its #46 holding.
  • Kendall Capital Management first reported a position in Jackson Financial in Q4 2022 and has held it in 15 quarters since.
  • Kendall Capital Management's Jackson Financial position peaked at $4.62M in Q3 2024.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.