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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sage Rhino Capital's JXN Position: Q1 2026 in Review

Sage Rhino Capital increased its Jackson Financial (JXN) stake by 0.63% in Q1 2026, buying an estimated $2.24K and bringing the position to 3,186 shares worth $337K. The position accounts for 0.06% of the portfolio, ranked #180.

Sage Rhino Capital first reported a position in JXN in Q2 2024 and has held it in 8 quarters since. The position peaked at $338K in Q4 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Sage Rhino Capital held 3,186 shares of Jackson Financial worth $337K as of Q1 2026.
  • Sage Rhino Capital bought 20 Jackson Financial shares in Q1 2026, an estimated $2.24K.
  • Jackson Financial made up 0.06% of Sage Rhino Capital's portfolio in Q1 2026, its #180 holding.
  • Sage Rhino Capital first reported a position in Jackson Financial in Q2 2024 and has held it in 8 quarters since.
  • Sage Rhino Capital's Jackson Financial position peaked at $338K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.