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EP Wealth Advisors’s Globe Life GL Stock Holding History

EP Wealth 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 		$410K Sell
2,297
-734
-24% -$115K ﹤0.01% 1122
2026
Q1 		$422K Sell
3,031
-327
-10% -$46.2K ﹤0.01% 984
2025
Q4 		$470K Buy
+3,358
New +$455K ﹤0.01% 911
2025
Q2 		$380K Buy
3,055
+1,000
+49% +$121K ﹤0.01% 901
2025
Q1 		$271K Buy
+2,055
New +$251K ﹤0.01% 962
2024
Q1 		– Sell
-2,201
Closed -$268K – 849
2023
Q4 		$268K Sell
2,201
-35
-2% -$4.11K ﹤0.01% 650
2023
Q3 		$243K Sell
2,236
-16,715
-88% -$1.87M ﹤0.01% 610
2023
Q2 		$245K Sell
18,951
-1,509
-7% -$162K ﹤0.01% 605
2023
Q1 		$1.75M Buy
20,460
+18,224
+815% +$2.14M 0.03% 235
2022
Q4 		$270K Buy
+2,236
New +$256K ﹤0.01% 490
2022
Q3 		– Sell
-2,432
Closed -$237K – 443
2022
Q2 		$237K Buy
2,432
+153
+7% +$15K 0.01% 535
2022
Q1 		$229K Buy
+2,279
New +$231K 0.01% 544

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

EP Wealth Advisors's GL Position: Q2 2026 in Review

EP Wealth Advisors reduced its Globe Life (GL) stake by 24% in Q2 2026, selling an estimated $115K and leaving 2,297 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

EP Wealth Advisors first reported a position in GL in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.75M in Q1 2023. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • EP Wealth Advisors held 2,297 shares of Globe Life worth $410K as of Q2 2026.
  • EP Wealth Advisors sold 734 Globe Life shares in Q2 2026, an estimated $115K.
  • Globe Life made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1122 holding.
  • EP Wealth Advisors first reported a position in Globe Life in Q1 2022 and has held it in 12 quarters since.
  • EP Wealth Advisors's Globe Life position peaked at $1.75M in Q1 2023.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

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