Sterling Capital Management’s Jackson Financial JXN Stock Holding History

Sterling 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	$942K	Sell	9,201 -918	-9%	-$99.5K	0.02%	570
2026 Q1	$1.07M	Sell	10,119 -6,296	-38%	-$704K	0.02%	477
2025 Q4	$1.75M	Sell	16,415 -649	-4%	-$64.5K	0.03%	439
2025 Q3	$1.73M	Buy	17,064 +3,005	+21%	+$281K	0.03%	438
2025 Q2	$1.25M	Buy	14,059 +686	+5%	+$55.6K	0.02%	548
2025 Q1	$1.12M	Sell	13,373 -2,290	-15%	-$203K	0.02%	578
2024 Q4	$1.36M	Buy	15,663 +2,139	+16%	+$209K	0.02%	544
2024 Q3	$1.23M	Buy	+13,524	New	+$1.13M	0.02%	520

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

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

Sterling Capital Management reduced its Jackson Financial (JXN) stake by 9.1% in Q2 2026, selling an estimated $99.5K and leaving 9,201 shares worth $942K. The position accounts for 0.02% of the portfolio, ranked #570.

Sterling Capital Management first reported a position in JXN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.75M in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Sterling Capital Management held 9,201 shares of Jackson Financial worth $942K as of Q2 2026.
Sterling Capital Management sold 918 Jackson Financial shares in Q2 2026, an estimated $99.5K.
Jackson Financial made up 0.02% of Sterling Capital Management's portfolio in Q2 2026, its #570 holding.
Sterling Capital Management first reported a position in Jackson Financial in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's Jackson Financial position peaked at $1.75M in Q4 2025.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.