Bay Harbor Wealth Management’s Globe Life GL Stock Holding History

Bay Harbor 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	$4.11K	Buy	23 +5	+28%	+$783	﹤0.01%	469
2026 Q1	$2.5K	Buy	18 +8	+80%	+$1.13K	﹤0.01%	508
2025 Q4	$1.4K	Buy	10 +3	+43%	+$406	﹤0.01%	553
2025 Q3	$1K	Hold	7	–	–	﹤0.01%	531
2025 Q2	$870	Buy	7 +4	+133%	+$486	﹤0.01%	489
2025 Q1	$395	Buy	+3	New	+$367	﹤0.01%	485
2021 Q1	–	Sell	-118	Closed	-$11K	–	296
2020 Q4	$11K	Hold	118	–	–	0.01%	225
2020 Q3	$9K	Hold	118	–	–	﹤0.01%	234
2020 Q2	$9K	Hold	118	–	–	﹤0.01%	220
2020 Q1	$8K	Hold	118	–	–	﹤0.01%	216
2019 Q4	$12K	Hold	118	–	–	0.01%	219
2019 Q3	$11K	Hold	118	–	–	0.01%	232
2019 Q2	$11K	Hold	118	–	–	0.01%	233
2019 Q1	$10K	Hold	118	–	–	0.01%	272
2018 Q4	$9K	Buy	+118	New	+$9.81K	0.01%	260

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

Bay Harbor Wealth Management's GL Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Globe Life (GL) stake by 28% in Q2 2026, buying an estimated $783 and bringing the position to 23 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Bay Harbor Wealth Management first reported a position in GL in Q4 2018 and has held it in 15 quarters since. The position peaked at $12K in Q4 2019. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

Bay Harbor Wealth Management held 23 shares of Globe Life worth $4.11K as of Q2 2026.
Bay Harbor Wealth Management bought 5 Globe Life shares in Q2 2026, an estimated $783.
Globe Life made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #469 holding.
Bay Harbor Wealth Management first reported a position in Globe Life in Q4 2018 and has held it in 15 quarters since.
Bay Harbor Wealth Management's Globe Life position peaked at $12K in Q4 2019.
701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.