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Fiduciary Financial Group’s Globe Life GL Stock Holding History

Fiduciary Financial Group’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
2025
Q3 		– Sell
-2,061
Closed -$257K – 334
2025
Q2 		$257K Buy
2,061
+28
+1% +$3.4K 0.05% 249
2025
Q1 		$241K Buy
+2,033
New +$249K 0.05% 239

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fiduciary Financial Group's GL Position: Q3 2025 in Review

Fiduciary Financial Group sold out of Globe Life (GL) in Q3 2025, closing a stake of 2,061 shares — an estimated $257K sold.

Fiduciary Financial Group first reported a position in GL in Q1 2025 and held it in 2 quarters. The position peaked at $257K in Q2 2025. 672 funds tracked by Wall St. Rank hold GL as of Q3 2025.

  • Fiduciary Financial Group reported no remaining Globe Life position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Financial Group sold 2,061 Globe Life shares in Q3 2025, an estimated $257K.
  • Fiduciary Financial Group first reported a position in Globe Life in Q1 2025 and held it in 2 quarters.
  • Fiduciary Financial Group's Globe Life position peaked at $257K in Q2 2025.
  • 672 funds tracked by Wall St. Rank held Globe Life as of Q3 2025.

Based on Fiduciary Financial Group's 13F filing for Q3 2025, filed 10 Oct 2025.