YOUSIF CAPITAL MANAGEMENT, LLC

Position in JXN — Jackson Financial Inc.

CIK 1858789 BLOOMFIELD HILLS, MI

Position in JXN

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,054,762

-$116,409 QoQ

Shares Held

20,068

-2.3% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#154

of 504 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Financial Services · as of Jun 30, 2026

YOUSIF CAPITAL MANAGEMENT, LLC holds $40,744,519 across 12 Insurance - Life names. JXN ranks #7 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	126,908	$14,879,963
2	MET	Metlife Inc	64,222	$5,433,823
3	PRU	Prudential Financial Inc	40,025	$4,319,898
4	UNM	Unum Group	42,941	$3,838,925
5	PRI	Primerica, Inc.	8,863	$2,518,864
6	GL	Globe Life Inc.	12,567	$2,245,471
7	JXN	Jackson Financial Inc. This page	20,068	$2,054,762
8	LNC	Lincoln National Corp	49,493	$1,749,577

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,054,762	20,068	-2.3%	Shares	Sole	2026-07-16
2026-03-31	$2,171,171	20,537	+3.1%	Shares	Sole	2026-04-24
2025-12-31	$2,123,508	19,911	-14.7%	Shares	Sole	2026-01-21
2025-09-30	$2,363,416	23,347	-18.6%	Shares	Sole	2025-10-14
2025-06-30	$2,547,385	28,690	-2.0%	Shares	Sole	2025-07-25
2025-03-31	$2,451,486	29,261	-2.6%	Shares	Sole	2025-04-14
2024-12-31	$2,614,838	30,028	-2.1%	Shares	Sole	2025-01-27
2024-09-30	$2,797,111	30,660	+6.4%	Shares	Sole	2024-10-30
2024-06-30	$2,140,693	28,827	-14.4%	Shares	Sole	2024-07-31
2024-03-31	$2,227,396	33,677	-4.2%	Shares	Sole	2024-04-26
2023-12-31	$1,800,192	35,160	-2.1%	Shares	Sole	2024-02-01
2023-09-30	$1,372,098	35,900	—	Shares	Sole	2023-10-30
No filing history on record for this holder in this stock.