Advisory Advocates’s Globe Life GL Stock Holding History

Advisory Advocates’s Portfolio GL Stock Details GL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$740K	Sell	4,140 -398	-9%	-$62.3K	0.63%	43
2026 Q1	$632K	Buy	4,538 +687	+18%	+$97K	0.64%	54
2025 Q4	$539K	Buy	+3,851	New	+$522K	0.54%	66

Other funds holding GL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Advisory Advocates's GL Position: Q2 2026 in Review

Advisory Advocates reduced its Globe Life (GL) stake by 8.8% in Q2 2026, selling an estimated $62.3K and leaving 4,140 shares worth $740K. The position accounts for 0.63% of the portfolio, ranked #43.

Advisory Advocates first reported a position in GL in Q4 2025 and has held it in 3 quarters since. 664 funds tracked by Wall St. Rank hold GL as of Q2 2026.

Advisory Advocates held 4,140 shares of Globe Life worth $740K as of Q2 2026.
Advisory Advocates sold 398 Globe Life shares in Q2 2026, an estimated $62.3K.
Globe Life made up 0.63% of Advisory Advocates's portfolio in Q2 2026, its #43 holding.
Advisory Advocates first reported a position in Globe Life in Q4 2025 and has held it in 3 quarters since.
664 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.