Allworth Financial
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Allworth Financial’s Globe Life GL Stock Holding History

Allworth Financial’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
Q3 		$9.7M Buy
+54,272
New +$9.6M 0.03% 276
2026
Q2 		– Sell
-54,415
Closed -$7.57M – 5257
2026
Q1 		$7.57M Buy
+54,415
New +$7.68M 0.03% 294
2025
Q4 		– Sell
-54,130
Closed -$7.74M – 5120
2025
Q3 		$7.74M Sell
54,130
-891
-2% -$121K 0.03% 247
2025
Q2 		$6.84M Buy
55,021
+54,450
+9,536% +$6.61M 0.03% 261
2025
Q1 		$70.7K Buy
571
+103
+22% +$12.6K ﹤0.01% 1389
2024
Q4 		$56.3K Sell
468
-47
-9% -$5.07K ﹤0.01% 1520
2024
Q3 		$54.6K Sell
515
-54
-9% -$5.18K ﹤0.01% 1373
2024
Q2 		$50.2K Buy
569
+242
+74% +$20K ﹤0.01% 1388
2024
Q1 		$38.1K Sell
327
-24
-7% -$2.94K ﹤0.01% 1418
2023
Q4 		$42.7K Buy
351
+48
+16% +$5.64K ﹤0.01% 1248
2023
Q3 		$32.9K Buy
303
+2
+0.7% +$223 ﹤0.01% 1272
2023
Q2 		$33K Buy
301
+178
+145% +$19.1K ﹤0.01% 1281
2023
Q1 		$13.5K Buy
123
+99
+413% +$11.6K ﹤0.01% 1674
2022
Q4 		$2.89K Buy
24
+13
+118% +$1.49K ﹤0.01% 2102
2022
Q3 		$1K Buy
11
+3
+38% +$301 ﹤0.01% 2387
2022
Q2 		$1K Buy
+8
New +$784 ﹤0.01% 2154
2021
Q4 		– Sell
-144
Closed -$13K – 2004
2021
Q3 		$13K Buy
+144
New +$13.5K ﹤0.01% 1179

Other funds holding GL

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Allworth Financial's GL Position: Q3 2026 in Review

Allworth Financial opened a new position in Globe Life (GL) in Q3 2026: 54,272 shares worth $9.7M. The stake represents 0.03% of the portfolio and ranks #276 among its holdings. This is a return to the name: Allworth Financial previously reported a position in GL as recently as Q1 2026.

Allworth Financial first reported a position in GL in Q3 2021 and has held it in 17 quarters since. 363 funds tracked by Wall St. Rank hold GL as of Q3 2026.

  • Allworth Financial held 54,272 shares of Globe Life worth $9.7M as of Q3 2026.
  • Globe Life was a new Allworth Financial position in Q3 2026.
  • Globe Life made up 0.03% of Allworth Financial's portfolio in Q3 2026, its #276 holding.
  • Allworth Financial first reported a position in Globe Life in Q3 2021 and has held it in 17 quarters since.
  • 363 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.