Carson Advisory Inc.

Position in JXN — Jackson Financial Inc.

CIK 1909304 ATHENS, GA

Position in JXN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,131,555

-$85,499 QoQ

Shares Held

20,818

-0.7% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#151

of 504 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carson Advisory Inc. holds $4,425,741 across 4 Insurance - Life names. JXN ranks #1 (48.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JXN	Jackson Financial Inc. This page	20,818	$2,131,555
2	AFL	Aflac Inc	9,272	$1,087,142
3	PRU	Prudential Financial Inc	8,547	$922,477
4	LNC	Lincoln National Corp	8,050	$284,567

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,131,555	20,818	-0.7%	Shares	Sole	2026-08-11
2026-03-31	$2,217,054	20,971	-5.7%	Shares	Sole	2026-05-07
2025-12-31	$2,372,429	22,245	-9.6%	Shares	Sole	2026-02-12
2025-09-30	$2,491,371	24,611	-11.9%	Shares	Sole	2025-11-06
2025-06-30	$2,479,904	27,930	-1.2%	Shares	Sole	2025-08-05
2025-03-31	$2,369,130	28,278	-3.8%	Shares	Sole	2025-05-02
2024-12-31	$2,558,584	29,382	-11.5%	Shares	Sole	2025-02-13
2024-09-30	$3,027,467	33,185	-7.3%	Shares	Sole	2024-11-01
2024-06-30	$2,656,948	35,779	-10.3%	Shares	Sole	2024-08-07
2024-03-31	$2,637,464	39,877	-7.0%	Shares	Sole	2024-05-03
2023-12-31	$2,195,456	42,880	-3.4%	Shares	Sole	2024-02-06
2023-09-30	$1,696,127	44,378	+4.0%	Shares	Sole	2023-11-09
2023-06-30	$1,306,281	42,675	+6.2%	Shares	Sole	2023-07-28
2023-03-31	$1,503,021	40,177	+1.8%	Shares	Sole	2023-05-05
2022-12-31	$1,373,300	39,474	-1.7%	Shares	Sole	2023-02-08
2022-09-30	$1,114,662	40,168	+88.0%	Shares	Sole	2022-11-07
2022-06-30	$571,567	21,367	+240.9%	Shares	Sole	2022-08-03
2022-03-31	$277,189	6,267	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.