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
2025
Q4 		– Sell
-3,000
Closed -$429K – 1773
2025
Q3 		$429K Buy
3,000
+800
+36% +$108K ﹤0.01% 1481
2025
Q2 		$273K Hold
2,200
– – ﹤0.01% 1432
2025
Q1 		$290K Sell
2,200
-3,300
-60% -$404K ﹤0.01% 1197
2024
Q4 		$613K Buy
5,500
+3,200
+139% +$345K ﹤0.01% 1242
2024
Q3 		$244K Buy
2,300
+300
+15% +$28.8K ﹤0.01% 1501
2024
Q2 		$165K Buy
2,000
+700
+54% +$58K ﹤0.01% 1805
2024
Q1 		$151K Sell
1,300
-3,300
-72% -$404K ﹤0.01% 2071
2023
Q4 		$560K Buy
4,600
+4,400
+2,200% +$517K ﹤0.01% 1288
2023
Q3 		$21.7K Sell
200
-4,300
-96% -$480K ﹤0.01% 2053
2023
Q2 		$493K Hold
4,500
– – ﹤0.01% 1169
2023
Q1 		$495K Buy
+4,500
New +$528K ﹤0.01% 1014
2022
Q2 		– Sell
-5,500
Closed -$553K – 1944
2022
Q1 		$553K Buy
+5,500
New +$558K ﹤0.01% 1464
2021
Q4 		– Sell
-17,300
Closed -$1.54M – 1942
2021
Q3 		$1.54M Buy
17,300
+100
+0.6% +$9.35K ﹤0.01% 1283
2021
Q2 		$1.64M Buy
17,200
+7,700
+81% +$788K ﹤0.01% 1094
2021
Q1 		$918K Buy
9,500
+2,800
+42% +$268K ﹤0.01% 1152
2020
Q4 		$636K Buy
+6,700
New +$597K ﹤0.01% 1195
2020
Q3 		– Sell
-4,100
Closed -$304K – 1413
2020
Q2 		$304K Buy
+4,100
New +$311K ﹤0.01% 1168

Other funds holding GL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Capstone Investment Advisors's GL Position: Q2 2026 in Review

Capstone Investment Advisors increased its Globe Life (GL) stake by 120% in Q2 2026, buying an estimated $633K and bringing the position to 7,426 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Capstone Investment Advisors first reported a position in GL in Q2 2021 and has held it in 13 quarters since. 703 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Capstone Investment Advisors held 7,426 shares of Globe Life worth $1.33M as of Q2 2026.
  • Capstone Investment Advisors bought 4,046 Globe Life shares in Q2 2026, an estimated $633K.
  • Globe Life made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #854 holding.
  • Capstone Investment Advisors first reported a position in Globe Life in Q2 2021 and has held it in 13 quarters since.
  • 703 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.