CFFP
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Center for Financial Planning’s Globe Life GL Stock Holding History

Center for Financial Planning’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 		$63.3K Hold
354
– – 0.01% 292
2026
Q1 		$49.3K Hold
354
– – 0.01% 303
2025
Q4 		$49.5K Hold
354
– – 0.01% 298
2025
Q3 		$50.6K Buy
+354
New +$48K 0.01% 302

Other funds holding GL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Center for Financial Planning's GL Position: Q2 2026 in Review

Center for Financial Planning held its Globe Life (GL) position steady in Q2 2026 at 354 shares worth $63.3K. The position accounts for 0.01% of the portfolio, ranked #292.

Center for Financial Planning first reported a position in GL in Q3 2025 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Center for Financial Planning held 354 shares of Globe Life worth $63.3K as of Q2 2026.
  • Center for Financial Planning left its Globe Life share count unchanged in Q2 2026.
  • Globe Life made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #292 holding.
  • Center for Financial Planning first reported a position in Globe Life in Q3 2025 and has held it in 4 quarters since.
  • 369 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.