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Colonial Trust Advisors’s Globe Life GL Stock Holding History

Colonial Trust 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
Q2 		$30.2K Hold
169
– – ﹤0.01% 428
2026
Q1 		$23.5K Buy
169
+1
+0.6% +$141 ﹤0.01% 433
2025
Q4 		$23.5K Buy
168
+53
+46% +$7.18K ﹤0.01% 428
2025
Q3 		$16.4K Buy
115
+52
+83% +$7.05K ﹤0.01% 444
2025
Q2 		$7.89K Buy
+63
New +$7.65K ﹤0.01% 542

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 $3.37T 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 $1.89T 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

Colonial Trust Advisors's GL Position: Q2 2026 in Review

Colonial Trust Advisors held its Globe Life (GL) position steady in Q2 2026 at 169 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Colonial Trust Advisors first reported a position in GL in Q2 2025 and has held it in 5 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Colonial Trust Advisors held 169 shares of Globe Life worth $30.2K as of Q2 2026.
  • Colonial Trust Advisors left its Globe Life share count unchanged in Q2 2026.
  • Globe Life made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #428 holding.
  • Colonial Trust Advisors first reported a position in Globe Life in Q2 2025 and has held it in 5 quarters since.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.