Corient Private Wealth
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Corient Private Wealth’s Globe Life GL Stock Holding History

Corient Private Wealth’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 		$16.4M Buy
91,900
+85,434
+1,321% +$13.4M 0.02% 481
2026
Q1 		$1.21M Sell
6,466
-164,820
-96% -$23.3M ﹤0.01% 1539
2025
Q4 		$24.2M Sell
171,286
-94,776
-36% -$12.8M 0.03% 364
2025
Q3 		$35.5M Buy
266,062
+23,827
+10% +$3.23M 0.06% 287
2025
Q2 		$30.1M Sell
242,235
-67,466
-22% -$8.19M 0.04% 311
2025
Q1 		$40.8M Sell
309,701
-58,225
-16% -$7.12M 0.07% 261
2024
Q4 		$41M Sell
367,926
-11,012
-3% -$1.19M 0.07% 256
2024
Q3 		$40.1M Buy
378,938
+23,077
+6% +$2.21M 0.06% 279
2024
Q2 		$29.3M Sell
355,861
-8,995
-2% -$745K 0.05% 313
2024
Q1 		$42.5M Buy
364,856
+2,321
+0.6% +$284K 0.08% 251
2023
Q4 		$44.1M Buy
362,535
+337,836
+1,368% +$39.7M 0.08% 237
2023
Q3 		$2.69M Buy
24,699
+257
+1% +$28.7K 0.01% 812
2023
Q2 		$2.68M Buy
24,442
+297
+1% +$31.9K 0.01% 814
2023
Q1 		$2.66M Buy
24,145
+21,781
+921% +$2.56M 0.01% 758
2022
Q4 		$285K Buy
+2,364
New +$270K ﹤0.01% 1355

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

Corient Private Wealth's GL Position: Q2 2026 in Review

Corient Private Wealth increased its Globe Life (GL) stake by 1,321% in Q2 2026, buying an estimated $13.4M and bringing the position to 91,900 shares worth $16.4M. The position accounts for 0.02% of the portfolio, ranked #481.

Corient Private Wealth first reported a position in GL in Q4 2022 and has held it in 15 quarters since. The position peaked at $44.1M in Q4 2023. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Corient Private Wealth held 91,900 shares of Globe Life worth $16.4M as of Q2 2026.
  • Corient Private Wealth bought 85,434 Globe Life shares in Q2 2026, an estimated $13.4M.
  • Globe Life made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #481 holding.
  • Corient Private Wealth first reported a position in Globe Life in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Globe Life position peaked at $44.1M in Q4 2023.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.