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JXN icon

Poehling Capital Management’s Jackson Financial JXN Stock Holding History

Poehling 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 		$4.54M Sell
44,386
-2,224
-5% -$241K 0.97% 33
2026
Q1 		$4.93M Sell
46,610
-694
-1% -$77.6K 1.04% 30
2025
Q4 		$5.04M Sell
47,304
-2,271
-5% -$226K 1.03% 31
2025
Q3 		$5.02M Sell
49,575
-1,220
-2% -$114K 1.05% 30
2025
Q2 		$4.51M Sell
50,795
-111
-0.2% -$8.99K 1.05% 29
2025
Q1 		$4.26M Sell
50,906
-59
-0.1% -$5.24K 1.08% 27
2024
Q4 		$4.44M Sell
50,965
-1,547
-3% -$151K 1.09% 26
2024
Q3 		$4.79M Sell
52,512
-2,475
-5% -$206K 1.23% 23
2024
Q2 		$4.08M Sell
54,987
-253
-0.5% -$18.1K 1.12% 26
2024
Q1 		$3.65M Sell
55,240
-173
-0.3% -$9.39K 0.98% 31
2023
Q4 		$2.84M Sell
55,413
-565
-1% -$24.9K 0.9% 37
2023
Q3 		$2.14M Buy
55,978
+259
+0.5% +$9.05K 0.75% 41
2023
Q2 		$1.71M Sell
55,719
-1,290
-2% -$41.6K 0.58% 53
2023
Q1 		$2.13M Buy
57,009
+1,091
+2% +$44.8K 0.72% 45
2022
Q4 		$1.95M Buy
55,918
+32,781
+142% +$1.14M 0.73% 45
2022
Q3 		$642K Sell
23,137
-5,170
-18% -$153K 0.27% 70
2022
Q2 		$757K Buy
28,307
+2,321
+9% +$84.6K 0.28% 66
2022
Q1 		$1.15M Buy
+25,986
New +$1.08M 0.36% 70

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

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

Poehling Capital Management reduced its Jackson Financial (JXN) stake by 4.8% in Q2 2026, selling an estimated $241K and leaving 44,386 shares worth $4.54M. The position accounts for 0.97% of the portfolio, ranked #33.

Poehling Capital Management first reported a position in JXN in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.04M in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Poehling Capital Management held 44,386 shares of Jackson Financial worth $4.54M as of Q2 2026.
  • Poehling Capital Management sold 2,224 Jackson Financial shares in Q2 2026, an estimated $241K.
  • Jackson Financial made up 0.97% of Poehling Capital Management's portfolio in Q2 2026, its #33 holding.
  • Poehling Capital Management first reported a position in Jackson Financial in Q1 2022 and has held it in 18 quarters since.
  • Poehling Capital Management's Jackson Financial position peaked at $5.04M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.