Yousif Capital Management’s Jackson Financial JXN Stock Holding History

Yousif 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	$2.05M	Sell	20,068 -469	-2%	-$50.8K	0.02%	670
2026 Q1	$2.17M	Buy	20,537 +626	+3%	+$70K	0.03%	623
2025 Q4	$2.2M	Sell	19,911 -3,436	-15%	-$342K	0.02%	656
2025 Q3	$2.36M	Sell	23,347 -5,343	-19%	-$499K	0.03%	629
2025 Q2	$2.55M	Sell	28,690 -571	-2%	-$46.3K	0.03%	606
2025 Q1	$2.45M	Sell	29,261 -767	-3%	-$68.1K	0.03%	603
2024 Q4	$2.61M	Sell	30,028 -632	-2%	-$61.7K	0.03%	598
2024 Q3	$2.8M	Buy	30,660 +1,833	+6%	+$153K	0.03%	580
2024 Q2	$2.14M	Sell	28,827 -4,850	-14%	-$347K	0.02%	733
2024 Q1	$2.23M	Sell	33,677 -1,483	-4%	-$80.5K	0.02%	756
2023 Q4	$1.8M	Sell	35,160 -740	-2%	-$32.6K	0.02%	874
2023 Q3	$1.37M	Buy	+35,900	New	+$1.25M	0.02%	957

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 $3.38T AUM 44.17% 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

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

Yousif Capital Management reduced its Jackson Financial (JXN) stake by 2.3% in Q2 2026, selling an estimated $50.8K and leaving 20,068 shares worth $2.05M. The position accounts for 0.02% of the portfolio, ranked #670.

Yousif Capital Management first reported a position in JXN in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.8M in Q3 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Yousif Capital Management held 20,068 shares of Jackson Financial worth $2.05M as of Q2 2026.
Yousif Capital Management sold 469 Jackson Financial shares in Q2 2026, an estimated $50.8K.
Jackson Financial made up 0.02% of Yousif Capital Management's portfolio in Q2 2026, its #670 holding.
Yousif Capital Management first reported a position in Jackson Financial in Q3 2023 and has held it in 12 quarters since.
Yousif Capital Management's Jackson Financial position peaked at $2.8M in Q3 2024.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.