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Catalyst Financial Partners’s Globe Life GL Stock Holding History

Catalyst Financial 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 		$813K Buy
4,551
+1,808
+66% +$283K 0.08% 151
2026
Q1 		$382K Buy
+2,743
New +$387K 0.05% 247

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State Street
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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

Catalyst Financial Partners's GL Position: Q2 2026 in Review

Catalyst Financial Partners increased its Globe Life (GL) stake by 66% in Q2 2026, buying an estimated $283K and bringing the position to 4,551 shares worth $813K. The position accounts for 0.08% of the portfolio, ranked #151.

Catalyst Financial Partners first reported a position in GL in Q1 2026 and has held it in 2 quarters since. 703 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Catalyst Financial Partners held 4,551 shares of Globe Life worth $813K as of Q2 2026.
  • Catalyst Financial Partners bought 1,808 Globe Life shares in Q2 2026, an estimated $283K.
  • Globe Life made up 0.08% of Catalyst Financial Partners's portfolio in Q2 2026, its #151 holding.
  • Catalyst Financial Partners first reported a position in Globe Life in Q1 2026 and has held it in 2 quarters since.
  • 703 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.