# Jackson Financial PREF STK

Jackson Financial PREF STK is a security (CUSIP 46817M206) tracked across SEC portfolio filings. 3 institutional managers reported $57K on Form 13F as of 2026-06-30; 14 registered fund positions totaling $19.1M via N-PORT as of 2026-05-31.

## Summary

- Issuer: Jackson Financial
- Class: PREF STK
- CUSIP: 46817M206
- Asset category: EP
- 13F holders: 3
- 13F value: $57K
- 13F period: 2026-06-30
- N-PORT fund positions: 14
- N-PORT value: $19.1M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Pinnacle Holdings, LLC | TULSA, OK | $55K | 2,200 |
| [SHIKIAR ASSET MANAGEMENT INC](https://search.stillhousedata.com/firm/107533) | NEW YORK, NY | $2K | 93,350 |
| West Oak Capital, LLC | WESTLAKE VILLAGE, CA | $202 | 200 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| Guggenheim Strategic Opportunities Fund | Guggenheim Strategic Opportunities Fund | $3.9M | 16.31% |
| John Hancock Tax-Advantaged Dividend Income Fund | John Hancock Tax-Advantaged Dividend Income Fund | $2.4M | 24.49% |
| John Hancock Premium Dividend Fund | John Hancock Premium Dividend Fund | $2.1M | 29.17% |
| John Hancock Preferred Income Fund III | John Hancock Preferred Income Fund III | $2.1M | 46.06% |
| John Hancock Preferred Income Fund | John Hancock Preferred Income Fund | $1.9M | 45.16% |
| Flaherty & Crumrine Preferred and Income Securities Fund Incorporated | Flaherty & Crumrine Preferred & Income Securities Fund Inc | $1.7M | 20.84% |
| John Hancock Preferred Income Fund II | John Hancock Preferred Income Fund II | $1.4M | 40.89% |
| Flaherty & Crumrine Dynamic Preferred and Income Fund Incorporated | Flaherty & Crumrine Dynamic Preferred & Income Fund Inc | $958K | 20.72% |
| Guggenheim Active Allocation Fund | Guggenheim Active Allocation Fund | $670K | 12.18% |
| [Destra Flaherty & Crumrine Preferred and Income Fund](https://search.stillhousedata.com/fund/S000055298) | Destra Investment Trust | $624K | 28.10% |
| Flaherty & Crumrine Total Return Fund Incorporated | Flaherty & Crumrine Total Return Fund Inc | $407K | 20.82% |
| Flaherty & Crumrine Preferred and Income Fund Incorporated | Flaherty & Crumrine Preferred & Income Fund Inc | $327K | 20.36% |
| Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated | Flaherty & Crumrine Preferred & Income Opportunity Fund Inc | $278K | 20.87% |
| [Putnam High Yield Fund](https://search.stillhousedata.com/fund/S000005762) | Putnam High Yield Fund | $258K | 3.10% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46817M206.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.