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Ballentine Partners’s Globe Life GL Stock Holding History

Ballentine Partners’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 		$502K Buy
2,808
+206
+8% +$32.2K 0.01% 565
2026
Q1 		$362K Sell
2,602
-125
-5% -$17.6K 0.01% 652
2025
Q4 		$381K Hold
2,727
– – 0.01% 604
2025
Q3 		$390K Sell
2,727
-16
-0.6% -$2.17K 0.01% 592
2025
Q2 		$341K Sell
2,743
-44
-2% -$5.34K 0.01% 635
2025
Q1 		$367K Sell
2,787
-16
-0.6% -$1.96K 0.01% 552
2024
Q4 		$313K Buy
2,803
+121
+5% +$13.1K 0.01% 586
2024
Q3 		$284K Buy
2,682
+191
+8% +$18.3K ﹤0.01% 614
2024
Q2 		$205K Buy
2,491
+724
+41% +$60K ﹤0.01% 688
2024
Q1 		$206K Sell
1,767
-16,831
-90% -$2.06M ﹤0.01% 666
2023
Q4 		$2.26M Sell
18,598
-512
-3% -$60.2K 0.05% 131
2023
Q3 		$2.08M Buy
19,110
+603
+3% +$67.3K 0.05% 120
2023
Q2 		$2.03M Sell
18,507
-1,706
-8% -$183K 0.05% 121
2023
Q1 		$2.22M Buy
20,213
+38
+0.2% +$4.46K 0.06% 119
2022
Q4 		$2.43M Buy
20,175
+564
+3% +$64.5K 0.07% 100
2022
Q3 		$1.96M Sell
19,611
-5,217
-21% -$523K 0.07% 102
2022
Q2 		$2.42M Sell
24,828
-5,436
-18% -$533K 0.09% 86
2022
Q1 		$3.04M Sell
30,264
-6,240
-17% -$633K 0.1% 82
2021
Q4 		$3.42M Sell
36,504
-3,899
-10% -$361K 0.1% 78
2021
Q3 		$3.6M Sell
40,403
-2,028
-5% -$190K 0.12% 60
2021
Q2 		$4.04M Sell
42,431
-1,908
-4% -$195K 0.14% 49
2021
Q1 		$4.28M Buy
+44,339
New +$4.25M 0.16% 47

Other funds holding GL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Ballentine Partners's GL Position: Q2 2026 in Review

Ballentine Partners increased its Globe Life (GL) stake by 7.9% in Q2 2026, buying an estimated $32.2K and bringing the position to 2,808 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #565.

Ballentine Partners first reported a position in GL in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.28M in Q1 2021. 86 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Ballentine Partners held 2,808 shares of Globe Life worth $502K as of Q2 2026.
  • Ballentine Partners bought 206 Globe Life shares in Q2 2026, an estimated $32.2K.
  • Globe Life made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #565 holding.
  • Ballentine Partners first reported a position in Globe Life in Q1 2021 and has held it in 22 quarters since.
  • Ballentine Partners's Globe Life position peaked at $4.28M in Q1 2021.
  • 86 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.