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Institute for Wealth Management’s Globe Life GL Stock Holding History

Institute for Wealth Management’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 		$53.6K Buy
+300
New +$47K ﹤0.01% 853

Other funds holding GL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Institute for Wealth Management's GL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Globe Life (GL) in Q2 2026: 300 shares worth $53.6K. The stake represents ﹤0.01% of the portfolio and ranks #853 among its holdings.

385 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Institute for Wealth Management held 300 shares of Globe Life worth $53.6K as of Q2 2026.
  • Globe Life was a new Institute for Wealth Management position in Q2 2026.
  • Globe Life made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #853 holding.
  • 385 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.