JWA
GL icon

JFS Wealth Advisors’s Globe Life GL Stock Holding History

JFS 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
Q2 		$19.8K Buy
111
+2
+2% +$313 ﹤0.01% 772
2026
Q1 		$15.2K Sell
109
-4
-4% -$565 ﹤0.01% 810
2025
Q4 		$15.8K Buy
113
+30
+36% +$4.06K ﹤0.01% 824
2025
Q3 		$11.9K Sell
83
-9
-10% -$1.22K ﹤0.01% 848
2025
Q2 		$11.4K Buy
92
+16
+21% +$1.94K ﹤0.01% 824
2025
Q1 		$10K Buy
76
+7
+10% +$856 ﹤0.01% 882
2024
Q4 		$7.7K Sell
69
-1
-1% -$108 ﹤0.01% 951
2024
Q3 		$7.41K Buy
70
+19
+37% +$1.82K ﹤0.01% 960
2024
Q2 		$4.2K Sell
51
-138
-73% -$11.4K ﹤0.01% 1132
2024
Q1 		$22K Hold
189
– – ﹤0.01% 609
2023
Q4 		$23K Buy
189
+3
+2% +$353 ﹤0.01% 558
2023
Q3 		$20.2K Sell
186
-2
-1% -$223 ﹤0.01% 549
2023
Q2 		$20.6K Sell
188
-1
-0.5% -$107 ﹤0.01% 538
2023
Q1 		$20.8K Sell
189
-10
-5% -$1.17K ﹤0.01% 531
2022
Q4 		$24K Buy
199
+1
+0.5% +$114 ﹤0.01% 488
2022
Q3 		$20K Buy
198
+30
+18% +$3.01K ﹤0.01% 570
2022
Q2 		$16K Sell
168
-17
-9% -$1.67K ﹤0.01% 631
2022
Q1 		$19K Buy
185
+163
+741% +$16.5K ﹤0.01% 618
2021
Q4 		$2K Buy
+22
New +$2.03K ﹤0.01% 1081

Other funds holding GL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JFS Wealth Advisors's GL Position: Q2 2026 in Review

JFS Wealth Advisors increased its Globe Life (GL) stake by 1.8% in Q2 2026, buying an estimated $313 and bringing the position to 111 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

JFS Wealth Advisors first reported a position in GL in Q4 2021 and has held it in 19 quarters since. The position peaked at $24K in Q4 2022. 700 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • JFS Wealth Advisors held 111 shares of Globe Life worth $19.8K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Globe Life shares in Q2 2026, an estimated $313.
  • Globe Life made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #772 holding.
  • JFS Wealth Advisors first reported a position in Globe Life in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Globe Life position peaked at $24K in Q4 2022.
  • 700 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.