Planning Strategies Inc.

Position in AFL — Aflac Inc

CIK 2139665 LANCASTER, PA

Position in AFL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,807

New position

Shares Held

41

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,630

of 1,686 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Planning Strategies Inc. holds $58,356 across 4 Insurance - Life names. AFL ranks #3 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MET	Metlife Inc	547	$46,281
2	PRU	Prudential Financial Inc	65	$7,015
3	AFL	Aflac Inc This page	41	$4,807
4	BHF	Brighthouse Financial, Inc.	4	$253

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,807	41	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.