FineMark National Bank & Trust’s Globe Life GL Stock Holding History

FineMark National Bank & Trust’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 Q4	$639K	Hold	4,569	–	–	0.02%	276
2025 Q3	$653K	Hold	4,569	–	–	0.02%	275
2025 Q2	$568K	Hold	4,569	–	–	0.02%	286
2025 Q1	$602K	Hold	4,569	–	–	0.02%	271
2024 Q4	$510K	Hold	4,569	–	–	0.02%	281
2024 Q3	$484K	Hold	4,569	–	–	0.02%	292
2024 Q2	$376K	Hold	4,569	–	–	0.01%	312
2024 Q1	$532K	Sell	4,569 -1	-0%	-$122	0.02%	273
2023 Q4	$556K	Buy	4,570 +1	+0%	+$118	0.02%	268
2023 Q3	$497K	Sell	4,569 -14	-0.3%	-$1.56K	0.02%	275
2023 Q2	$502K	Sell	4,583 -4	-0.1%	-$430	0.02%	279
2023 Q1	$505K	Sell	4,587 -1,000	-18%	-$117K	0.02%	270
2022 Q4	$674K	Hold	5,587	–	–	0.03%	227
2022 Q3	$557K	Sell	5,587 -29	-0.5%	-$2.91K	0.03%	245
2022 Q2	$547K	Sell	5,616 -303	-5%	-$29.7K	0.02%	265
2022 Q1	$595K	Hold	5,919	–	–	0.02%	263
2021 Q4	$555K	Hold	5,919	–	–	0.02%	288
2021 Q3	$527K	Hold	5,919	–	–	0.02%	277
2021 Q2	$564K	Hold	5,919	–	–	0.02%	277
2021 Q1	$572K	Buy	5,919 +69	+1%	+$6.61K	0.02%	268
2020 Q4	$556K	Sell	5,850 -2,500	-30%	-$223K	0.02%	257
2020 Q3	$667K	Hold	8,350	–	–	0.03%	220
2020 Q2	$620K	Hold	8,350	–	–	0.03%	215
2020 Q1	$601K	Buy	8,350 +2,500	+43%	+$236K	0.04%	207
2019 Q4	$616K	Sell	5,850 -36	-0.6%	-$3.59K	0.03%	229
2019 Q3	$564K	Hold	5,886	–	–	0.03%	233
2019 Q2	$527K	Buy	5,886 +36	+0.6%	+$3.14K	0.03%	239
2019 Q1	$479K	Hold	5,850	–	–	0.03%	234
2018 Q4	$436K	Hold	5,850	–	–	0.03%	247
2018 Q3	$507K	Hold	5,850	–	–	0.03%	217
2018 Q2	$476K	Hold	5,850	–	–	0.03%	257
2018 Q1	$492K	Buy	5,850 +1,350	+30%	+$118K	0.03%	245
2017 Q4	$408K	Sell	4,500 -276	-6%	-$23.7K	0.03%	260
2017 Q3	$383K	Hold	4,776	–	–	0.03%	263
2017 Q2	$365K	Sell	4,776 -16	-0.3%	-$1.22K	0.03%	262
2017 Q1	$369K	Hold	4,792	–	–	0.03%	262
2016 Q4	$353K	Hold	4,792	–	–	0.03%	259
2016 Q3	$306K	Hold	4,792	–	–	0.03%	269
2016 Q2	$296K	Hold	4,792	–	–	0.03%	269
2016 Q1	$260K	Hold	4,792	–	–	0.03%	275
2015 Q4	$274K	Hold	4,792	–	–	0.03%	274
2015 Q3	$270K	Hold	4,792	–	–	0.04%	284
2015 Q2	$279K	Hold	4,792	–	–	0.04%	287
2015 Q1	$263K	Hold	4,792	–	–	0.04%	296
2014 Q4	$260K	Hold	4,792	–	–	0.04%	305
2014 Q3	$251K	Sell	4,792 -1	-0%	-$54	0.04%	299
2014 Q2	$262K	Hold	4,793	–	–	0.04%	289
2014 Q1	$251K	Hold	4,793	–	–	0.05%	281
2013 Q4	$250K	Buy	4,793 +17	+0.4%	+$848	0.05%	278
2013 Q3	$230K	Hold	4,776	–	–	0.06%	277
2013 Q2	$207K	Buy	+4,776	New	+$200K	0.06%	269

Other funds holding GL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

FineMark National Bank & Trust's GL Position: Q4 2025 in Review

FineMark National Bank & Trust held its Globe Life (GL) position steady in Q4 2025 at 4,569 shares worth $639K. The position accounts for 0.02% of the portfolio, ranked #276.

FineMark National Bank & Trust first reported a position in GL in Q2 2013 and has held it in 51 quarters since. The position peaked at $674K in Q4 2022. 682 funds tracked by Wall St. Rank hold GL as of Q4 2025.

FineMark National Bank & Trust held 4,569 shares of Globe Life worth $639K as of Q4 2025.
FineMark National Bank & Trust left its Globe Life share count unchanged in Q4 2025.
Globe Life made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #276 holding.
FineMark National Bank & Trust first reported a position in Globe Life in Q2 2013 and has held it in 51 quarters since.
FineMark National Bank & Trust's Globe Life position peaked at $674K in Q4 2022.
682 funds tracked by Wall St. Rank held Globe Life as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.