Kendall Capital Management

Position in JXN — Jackson Financial Inc.

CIK 1731372 ROCKVILLE, MD

Position in JXN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,324,808

-$296,313 QoQ

Shares Held

32,472

-5.2% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#131

of 504 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Kendall Capital Management holds $8,126,235 across 4 Insurance - Life names. JXN ranks #1 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JXN	Jackson Financial Inc. This page	32,472	$3,324,808
2	UNM	Unum Group	31,695	$2,833,533
3	BHF	Brighthouse Financial, Inc.	16,725	$1,058,692
4	LNC	Lincoln National Corp	25,720	$909,202

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,324,808	32,472	-5.2%	Shares	Sole	2026-08-12
2026-03-31	$3,621,121	34,252	-3.4%	Shares	Sole	2026-04-24
2025-12-31	$3,782,875	35,470	-6.7%	Shares	Sole	2026-01-16
2025-09-30	$3,849,776	38,030	-9.1%	Shares	Sole	2025-11-13
2025-06-30	$3,715,861	41,850	-13.1%	Shares	Sole	2025-07-16
2025-03-31	$4,034,844	48,160	-2.8%	Shares	Sole	2025-04-25
2024-12-31	$4,313,943	49,540	-2.2%	Shares	Sole	2025-02-07
2024-09-30	$4,623,262	50,677	+0.5%	Shares	Sole	2024-11-08
2024-06-30	$3,742,704	50,400	+1.7%	Shares	Sole	2024-08-12
2024-03-31	$3,277,237	49,550	-3.4%	Shares	Sole	2024-05-10
2023-12-31	$2,627,072	51,310	+0.7%	Shares	Sole	2024-01-26
2023-09-30	$1,947,309	50,950	+16.2%	Shares	Sole	2023-10-31
2023-06-30	$1,341,636	43,830	+20.2%	Shares	Sole	2023-07-28
2023-03-31	$1,363,781	36,455	+45.6%	Shares	Sole	2023-05-11
2022-12-31	$870,967	25,035	—	Shares	Sole	2023-01-30
No filing history on record for this holder in this stock.