Triumph Capital Management’s Jackson Financial JXN Stock Holding History

Triumph 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	$281K	Sell	2,746 -56	-2%	-$6.07K	0.05%	314
2026 Q1	$296K	Sell	2,802 -1,308	-32%	-$146K	0.06%	272
2025 Q4	$438K	Buy	4,110 +107	+3%	+$10.6K	0.09%	193
2025 Q3	$405K	Buy	4,003 +13	+0.3%	+$1.21K	0.11%	199
2025 Q2	$354K	Buy	3,990 +138	+4%	+$11.2K	0.11%	202
2025 Q1	$323K	Buy	3,852 +292	+8%	+$25.9K	0.11%	206
2024 Q4	$310K	Sell	3,560 -1,058	-23%	-$103K	0.11%	210
2024 Q3	$421K	Sell	4,618 -718	-13%	-$59.9K	0.15%	152
2024 Q2	$396K	Sell	5,336 -287	-5%	-$20.5K	0.15%	151
2024 Q1	$372K	Sell	5,623 -3,044	-35%	-$165K	0.15%	145
2023 Q4	$444K	Buy	+8,667	New	+$381K	0.19%	106
2023 Q3	–	Sell	-49,425	Closed	-$1.51M	–	236
2023 Q2	$1.51M	Buy	49,425 +34,207	+225%	+$1.1M	0.69%	31
2023 Q1	$569K	Sell	15,218 -6,029	-28%	-$248K	0.29%	62
2022 Q4	$739K	Sell	21,247 -3,685	-15%	-$128K	0.4%	53
2022 Q3	$692K	Buy	24,932 +9,190	+58%	+$271K	0.38%	61
2022 Q2	$421K	Buy	15,742 +2,824	+22%	+$103K	0.22%	105
2022 Q1	$571K	Buy	+12,918	New	+$538K	0.25%	103

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

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

Triumph Capital Management reduced its Jackson Financial (JXN) stake by 2% in Q2 2026, selling an estimated $6.07K and leaving 2,746 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #314.

Triumph Capital Management first reported a position in JXN in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.51M in Q2 2023. 504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Triumph Capital Management held 2,746 shares of Jackson Financial worth $281K as of Q2 2026.
Triumph Capital Management sold 56 Jackson Financial shares in Q2 2026, an estimated $6.07K.
Jackson Financial made up 0.05% of Triumph Capital Management's portfolio in Q2 2026, its #314 holding.
Triumph Capital Management first reported a position in Jackson Financial in Q1 2022 and has held it in 17 quarters since.
Triumph Capital Management's Jackson Financial position peaked at $1.51M in Q2 2023.
504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.