Position in JXN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,534,211
+$63,963 QoQ
Shares Held
14,984
+7.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#175
of 504 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JXN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026RFG Advisory, LLC holds $4,976,365 across 8 Insurance - Life names. JXN ranks #1 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JXN |
Jackson Financial Inc.
This page
|
14,984 | $1,534,211 | |
| 2 | AFL |
Aflac Inc
|
10,252 | $1,202,047 | |
| 3 | MET |
Metlife Inc
|
8,077 | $683,394 | |
| 4 | GL |
Globe Life Inc.
|
2,895 | $517,278 | |
| 5 | PRU |
Prudential Financial Inc
|
3,656 | $394,592 | |
| 6 | MFC |
Manulife Financial Corp
|
5,822 | $235,849 | |
| 7 | LNC |
Lincoln National Corp
|
5,824 | $205,878 | |
| 8 | UNM |
Unum Group
|
2,272 | $203,116 |
All Filings in JXN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,534,211 | 14,984 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,470,248 | 13,907 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,969,292 | 18,465 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,882,878 | 18,600 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,720,395 | 19,376 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,417,892 | 16,924 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,454,061 | 16,698 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,534,762 | 16,823 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,404,999 | 18,920 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,536,498 | 23,231 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,580,236 | 30,864 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,360,440 | 35,595 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,039,913 | 33,973 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,202,170 | 32,135 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,160,455 | 33,356 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $846,680 | 30,511 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $714,786 | 26,721 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||