Capital Investment Advisory Services, LLC
Position in JXN — Jackson Financial Inc.
CIK 1659203
RALEIGH, NC
Position in JXN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,205,582
-$92,982 QoQ
Shares Held
21,541
-0.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#149
of 504 holders
Holding Since
Sep 2022
16 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, 2026Capital Investment Advisory Services, LLC holds $5,626,825 across 6 Insurance - Life names. JXN ranks #1 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JXN |
Jackson Financial Inc.
This page
|
21,541 | $2,205,582 | |
| 2 | LNC |
Lincoln National Corp
|
34,932 | $1,234,846 | |
| 3 | ABX |
Abacus Global Management, Inc.
|
65,066 | $696,856 | |
| 4 | MET |
Metlife Inc
|
7,176 | $607,161 | |
| 5 | AFL |
Aflac Inc
|
4,939 | $579,097 | |
| 6 | PRU |
Prudential Financial Inc
|
2,810 | $303,283 |
All Filings in JXN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,205,582 | 21,541 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,298,564 | 21,742 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,011,902 | 28,241 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,888,699 | 28,536 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,004,966 | 22,581 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,891,836 | 22,581 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,976,106 | 22,693 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,182,951 | 23,928 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,787,660 | 24,073 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,603,498 | 24,244 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,418,444 | 27,704 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,653,423 | 69,425 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,132,445 | 69,665 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,409,421 | 37,675 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,016,459 | 29,217 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $564,768 | 20,352 | Shares | Sole | 2022-10-26 | |
| No filing history on record for this holder in this stock. | ||||||