Position in JXN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,883
+$2,175 QoQ
Shares Held
77
+42.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#451
of 504 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JXN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Bare Financial Services, Inc holds $206,307 across 13 Insurance - Life names. JXN ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
716 | $77,276 | |
| 2 | MFC |
Manulife Financial Corp
|
1,198 | $48,530 | |
| 3 | PUK |
Prudential PLC
|
646 | $17,318 | |
| 4 | LNC |
Lincoln National Corp
|
456 | $16,119 | |
| 5 | AFL |
Aflac Inc
|
117 | $13,717 | |
| 6 | GNW |
Genworth Financial Inc
|
1,151 | $10,898 | |
| 7 | JXN |
Jackson Financial Inc.
This page
|
77 | $7,883 | |
| 8 | MET |
Metlife Inc
|
52 | $4,399 |
All Filings in JXN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,883 | 77 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,708 | 54 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,759 | 54 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,263 | 52 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,130 | 24 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,010 | 24 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||