Capstone Investment Advisors
GL icon

Capstone Investment Advisors’s Globe Life GL Stock Holding History

Capstone Investment Advisors’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
Q1 		$470K Sell
3,380
-147
-4% -$20.8K ﹤0.01% 1166
2025
Q4 		$493K Buy
+3,527
New +$478K ﹤0.01% 1153
2025
Q1 		– Sell
-1,883
Closed -$230K – 1563
2024
Q4 		$210K Sell
1,883
-863
-31% -$93.1K ﹤0.01% 1584
2024
Q3 		$291K Sell
2,746
-351
-11% -$33.7K ﹤0.01% 1426
2024
Q2 		$255K Buy
3,097
+1,416
+84% +$117K ﹤0.01% 1662
2024
Q1 		$196K Buy
1,681
+1,593
+1,810% +$195K ﹤0.01% 2021
2023
Q4 		$10.7K Sell
88
-6,756
-99% -$794K ﹤0.01% 2057
2023
Q3 		$744K Buy
6,844
+4,950
+261% +$553K ﹤0.01% 1109
2023
Q2 		$208K Buy
1,894
+552
+41% +$59.3K ﹤0.01% 1537
2023
Q1 		$148K Buy
+1,342
New +$158K ﹤0.01% 1322
2021
Q4 		– Sell
-1,750
Closed -$156K – 1941
2021
Q3 		$156K Buy
1,750
+1,033
+144% +$96.5K ﹤0.01% 1731
2021
Q2 		$68K Buy
+717
New +$73.4K ﹤0.01% 1600

Other funds holding GL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capstone Investment Advisors's GL Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Globe Life (GL) stake by 4.2% in Q1 2026, selling an estimated $20.8K and leaving 3,380 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Capstone Investment Advisors first reported a position in GL in Q2 2021 and has held it in 12 quarters since. The position peaked at $744K in Q3 2023. 665 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Capstone Investment Advisors held 3,380 shares of Globe Life worth $470K as of Q1 2026.
  • Capstone Investment Advisors sold 147 Globe Life shares in Q1 2026, an estimated $20.8K.
  • Globe Life made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1166 holding.
  • Capstone Investment Advisors first reported a position in Globe Life in Q2 2021 and has held it in 12 quarters since.
  • Capstone Investment Advisors's Globe Life position peaked at $744K in Q3 2023.
  • 665 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.