Wedge Capital Management’s Jackson Financial JXN Stock Holding History

Wedge 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	$31.8M	Buy	310,357 +18,666	+6%	+$2.02M	0.52%	75
2026 Q1	$30.8M	Sell	291,691 -19,184	-6%	-$2.15M	0.57%	63
2025 Q4	$33.2M	Sell	310,875 -91,981	-23%	-$9.15M	0.6%	64
2025 Q3	$40.8M	Sell	402,856 -8,361	-2%	-$781K	0.69%	32
2025 Q2	$36.5M	Buy	411,217 +9,659	+2%	+$782K	0.65%	57
2025 Q1	$33.6M	Sell	401,558 -2,313	-0.6%	-$205K	0.65%	63
2024 Q4	$35.2M	Sell	403,871 -43,300	-10%	-$4.23M	0.63%	56
2024 Q3	$40.8M	Buy	+447,171	New	+$37.3M	0.7%	46

Other funds holding JXN

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

Wedge Capital Management increased its Jackson Financial (JXN) stake by 6.4% in Q2 2026, buying an estimated $2.02M and bringing the position to 310,357 shares worth $31.8M. The position accounts for 0.52% of the portfolio, ranked #75.

Wedge Capital Management first reported a position in JXN in Q3 2024 and has held it in 8 quarters since. The position peaked at $40.8M in Q3 2024. 99 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Wedge Capital Management held 310,357 shares of Jackson Financial worth $31.8M as of Q2 2026.
Wedge Capital Management bought 18,666 Jackson Financial shares in Q2 2026, an estimated $2.02M.
Jackson Financial made up 0.52% of Wedge Capital Management's portfolio in Q2 2026, its #75 holding.
Wedge Capital Management first reported a position in Jackson Financial in Q3 2024 and has held it in 8 quarters since.
Wedge Capital Management's Jackson Financial position peaked at $40.8M in Q3 2024.
99 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.