IMA Advisory Services’s Globe Life GL Stock Holding History

IMA Advisory Services’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	$357	Hold	2	–	–	﹤0.01%	1294
2026 Q1	$278	Hold	2	–	–	﹤0.01%	926
2025 Q4	$279	Hold	2	–	–	﹤0.01%	911
2025 Q3	$286	Hold	2	–	–	﹤0.01%	456
2025 Q2	$249	Buy	+2	New	+$243	﹤0.01%	457

Other funds holding GL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

IMA Advisory Services's GL Position: Q2 2026 in Review

IMA Advisory Services held its Globe Life (GL) position steady in Q2 2026 at 2 shares worth $357. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

IMA Advisory Services first reported a position in GL in Q2 2025 and has held it in 5 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

IMA Advisory Services held 2 shares of Globe Life worth $357 as of Q2 2026.
IMA Advisory Services left its Globe Life share count unchanged in Q2 2026.
Globe Life made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1294 holding.
IMA Advisory Services first reported a position in Globe Life in Q2 2025 and has held it in 5 quarters since.
701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.