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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EP Wealth Advisors's GL Position: Q1 2026 in Review

EP Wealth Advisors reduced its Globe Life (GL) stake by 9.7% in Q1 2026, selling an estimated $46.2K and leaving 3,031 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

EP Wealth Advisors first reported a position in GL in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.75M in Q1 2023. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

EP Wealth Advisors held 3,031 shares of Globe Life worth $422K as of Q1 2026.
EP Wealth Advisors sold 327 Globe Life shares in Q1 2026, an estimated $46.2K.
Globe Life made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #984 holding.
EP Wealth Advisors first reported a position in Globe Life in Q1 2022 and has held it in 11 quarters since.
EP Wealth Advisors's Globe Life position peaked at $1.75M in Q1 2023.
663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.