Position in JXN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,409,689
-$353,202 QoQ
Shares Held
33,301
-6.4% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#129
of 504 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in JXN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $34,140,560 across 10 Insurance - Life names. JXN ranks #6 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
58,093 | $6,811,404 | |
| 2 | PRU |
Prudential Financial Inc
|
52,711 | $5,689,098 | |
| 3 | MFC |
Manulife Financial Corp
|
132,305 | $5,359,675 | |
| 4 | GL |
Globe Life Inc.
|
27,008 | $4,825,789 | |
| 5 | MET |
Metlife Inc
|
57,015 | $4,824,039 | |
| 6 | JXN |
Jackson Financial Inc.
This page
|
33,301 | $3,409,689 | |
| 7 | LNC |
Lincoln National Corp
|
58,911 | $2,082,503 | |
| 8 | UNM |
Unum Group
|
6,342 | $566,974 |
All Filings in JXN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,409,689 | 33,301 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,762,891 | 35,593 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,936,714 | 27,536 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,719,391 | 16,985 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,226,586 | 25,077 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,378,516 | 16,454 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,169,417 | 59,364 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,469,441 | 16,107 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,691,494 | 22,778 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,038,794 | 15,706 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $490,752 | 9,585 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $239,868 | 6,276 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $846,121 | 27,642 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $899,822 | 24,053 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $789,698 | 22,699 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $661,976 | 23,855 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $508,116 | 18,995 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $729,706 | 16,498 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $672,417 | 16,075 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||