Planning Strategies Inc.

Position in BHF — Brighthouse Financial, Inc.

CIK 2139665 LANCASTER, PA

Position in BHF

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

Position Value

$253

New position

Shares Held

4

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#439

of 467 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. BHF ranks #4 (0.4% 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	41	$4,807
4	BHF	Brighthouse Financial, Inc. This page	4	$253

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253	4	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.