Avior Wealth Management’s Globe Life GL Stock Holding History

Avior Wealth Management’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	$637K	Sell	3,565 -323	-8%	-$50.6K	0.02%	457
2026 Q1	$541K	Buy	3,888 +648	+20%	+$91.5K	0.02%	515
2025 Q4	$453K	Buy	3,240 +440	+16%	+$59.6K	0.01%	488
2025 Q3	$400K	Buy	+2,800	New	+$379K	0.01%	507
2025 Q1	–	Sell	-7	Closed	-$780	–	1374
2024 Q4	$780	Sell	7 -2	-22%	-$216	﹤0.01%	2226
2024 Q3	$953	Buy	+9	New	+$863	﹤0.01%	2078
2024 Q2	–	Sell	-7,601	Closed	-$885K	–	2848
2024 Q1	$885K	Buy	7,601 +101	+1%	+$12.4K	0.04%	313
2023 Q4	$913K	Hold	7,500	–	–	0.06%	226
2023 Q3	$815K	Hold	7,500	–	–	0.06%	226
2023 Q2	$822K	Buy	7,500 +1,600	+27%	+$172K	0.05%	227
2023 Q1	$649K	Hold	5,900	–	–	0.04%	274
2022 Q4	$711K	Hold	5,900	–	–	0.05%	232
2022 Q3	$588K	Hold	5,900	–	–	0.05%	239
2022 Q2	$575K	Hold	5,900	–	–	0.06%	234
2022 Q1	$593K	Hold	5,900	–	–	0.05%	256
2021 Q4	$552K	Buy	+5,900	New	+$546K	0.05%	311
2020 Q1	–	Sell	-9	Closed	–	–	825
2019 Q4	$0	Hold	9	–	–	﹤0.01%	819
2019 Q3	$0	Hold	9	–	–	﹤0.01%	814
2019 Q2	$1K	Buy	+9	New	+$785	﹤0.01%	782

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Avior Wealth Management's GL Position: Q2 2026 in Review

Avior Wealth Management reduced its Globe Life (GL) stake by 8.3% in Q2 2026, selling an estimated $50.6K and leaving 3,565 shares worth $637K. The position accounts for 0.02% of the portfolio, ranked #457.

Avior Wealth Management first reported a position in GL in Q2 2019 and has held it in 19 quarters since. The position peaked at $913K in Q4 2023. 698 funds tracked by Wall St. Rank hold GL as of Q2 2026.

Avior Wealth Management held 3,565 shares of Globe Life worth $637K as of Q2 2026.
Avior Wealth Management sold 323 Globe Life shares in Q2 2026, an estimated $50.6K.
Globe Life made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #457 holding.
Avior Wealth Management first reported a position in Globe Life in Q2 2019 and has held it in 19 quarters since.
Avior Wealth Management's Globe Life position peaked at $913K in Q4 2023.
698 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.