SAGE RHINO CAPITAL LLC

Position in JXN — Jackson Financial Inc.

CIK 1771605 MENLO PARK, CA

Position in JXN

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$328,774

-$8,049 QoQ

Shares Held

3,211

+0.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#322

of 504 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SAGE RHINO CAPITAL LLC holds $1,149,322 across 4 Insurance - Life names. JXN ranks #1 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JXN	Jackson Financial Inc. This page	3,211	$328,774
2	UNM	Unum Group	3,614	$323,091
3	LNC	Lincoln National Corp	8,194	$289,657
4	GNW	Genworth Financial Inc	21,943	$207,800

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,774	3,211	+0.8%	Shares	Sole	2026-08-03
2026-03-31	$336,823	3,186	+0.6%	Shares	Sole	2026-04-28
2025-12-31	$337,653	3,166	+0.3%	Shares	Sole	2026-01-30
2025-09-30	$319,481	3,156	+2.0%	Shares	Sole	2025-10-31
2025-06-30	$274,627	3,093	+2.6%	Shares	Sole	2025-07-17
2025-03-31	$252,512	3,014	+2.3%	Shares	Sole	2025-05-01
2024-12-31	$256,624	2,947	+0.7%	Shares	Sole	2025-02-06
2024-09-30	$266,938	2,926	+1.9%	Shares	Sole	2024-11-01
2024-06-30	$213,200	2,871	—	Shares	Sole	2024-07-30
No filing history on record for this holder in this stock.