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Sage Rhino Capital’s Jackson Financial JXN Stock Holding History

Sage Rhino Capital’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 		$329K Buy
3,211
+25
+0.8% +$2.71K 0.05% 207
2026
Q1 		$337K Buy
3,186
+20
+0.6% +$2.24K 0.06% 180
2025
Q4 		$338K Buy
3,166
+10
+0.3% +$995 0.06% 182
2025
Q3 		$319K Buy
3,156
+63
+2% +$5.89K 0.06% 183
2025
Q2 		$275K Buy
3,093
+79
+3% +$6.4K 0.06% 189
2025
Q1 		$253K Buy
3,014
+67
+2% +$5.95K 0.06% 192
2024
Q4 		$257K Buy
2,947
+21
+0.7% +$2.05K 0.06% 192
2024
Q3 		$267K Buy
2,926
+55
+2% +$4.59K 0.06% 195
2024
Q2 		$213K Buy
+2,871
New +$205K 0.05% 210

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

Sage Rhino Capital's JXN Position: Q2 2026 in Review

Sage Rhino Capital increased its Jackson Financial (JXN) stake by 0.78% in Q2 2026, buying an estimated $2.71K and bringing the position to 3,211 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #207.

Sage Rhino Capital first reported a position in JXN in Q2 2024 and has held it in 9 quarters since. The position peaked at $338K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Sage Rhino Capital held 3,211 shares of Jackson Financial worth $329K as of Q2 2026.
  • Sage Rhino Capital bought 25 Jackson Financial shares in Q2 2026, an estimated $2.71K.
  • Jackson Financial made up 0.05% of Sage Rhino Capital's portfolio in Q2 2026, its #207 holding.
  • Sage Rhino Capital first reported a position in Jackson Financial in Q2 2024 and has held it in 9 quarters since.
  • Sage Rhino Capital's Jackson Financial position peaked at $338K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.