Back to BHFAO
Planning Strategies Inc. → BHFAO
Planning Strategies Inc. BHFAO Position History
Brighthouse Financial, Inc.
Quarters held
2
Latest value
$200
Q3 2026
Peak value
$253
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $253 |
| Q3 2026 | $200 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $200 | 4 | — | — |
| Q2 2026 | $253 | 4 | — | — |
Other funds holding BHFAO
$463.5M
$463.5M
$450.4M
$431.5M
$424.9M
$396.5M
$332.6M
$322.5M
Other Planning Strategies Inc. positions
VGES
$29.2MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$26.3MVANGUARD RUSSELL 1000 GROWTH ETF
BEN
$17.9MFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
BEN
$16MFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
ETHA
$15.6MISHARES CORE DIVIDEND GROWTH ETF
ETHA
$15.5MISHARES CORE DIVIDEND GROWTH ETF
ETHA
$10.3MISHARES MSCI INTL QUALITY FACTOR ETF
ETHA
$10.1MISHARES MSCI INTL QUALITY FACTOR ETF