Jones Financial Companies
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Jones Financial Companies’s Globe Life GL Stock Holding History

Jones Financial Companies’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 		$1.01M Buy
5,619
+484
+9% +$75.8K ﹤0.01% 1888
2026
Q1 		$694K Buy
5,135
+1,568
+44% +$221K ﹤0.01% 1879
2025
Q4 		$499K Buy
3,567
+900
+34% +$122K ﹤0.01% 1515
2025
Q3 		$386K Buy
2,667
+524
+24% +$71K ﹤0.01% 1502
2025
Q2 		$266K Buy
2,143
+729
+52% +$88.5K ﹤0.01% 1539
2025
Q1 		$184K Buy
1,414
+205
+17% +$25.1K ﹤0.01% 1525
2024
Q4 		$135K Buy
1,209
+1,055
+685% +$114K ﹤0.01% 1512
2024
Q3 		$16.1K Buy
154
+136
+756% +$13K ﹤0.01% 2034
2024
Q2 		$1.48K Sell
18
-9
-33% -$745 ﹤0.01% 2218
2024
Q1 		$3.14K Hold
27
– – ﹤0.01% 1224
2023
Q4 		$3.29K Buy
+27
New +$3.17K ﹤0.01% 824
2021
Q2 		– Sell
-3,065
Closed -$296K – 701
2021
Q1 		$296K Buy
3,065
+3,029
+8,414% +$290K ﹤0.01% 198
2020
Q4 		$3K Buy
+36
New +$3.21K ﹤0.01% 553
2013
Q4 		– Sell
-24
Closed -$1K – 359
2013
Q3 		$1K Hold
24
– – ﹤0.01% 689
2013
Q2 		$1K Buy
+24
New +$1K ﹤0.01% 751

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

Jones Financial Companies's GL Position: Q2 2026 in Review

Jones Financial Companies increased its Globe Life (GL) stake by 9.4% in Q2 2026, buying an estimated $75.8K and bringing the position to 5,619 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Jones Financial Companies first reported a position in GL in Q2 2013 and has held it in 15 quarters since. 698 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Jones Financial Companies held 5,619 shares of Globe Life worth $1.01M as of Q2 2026.
  • Jones Financial Companies bought 484 Globe Life shares in Q2 2026, an estimated $75.8K.
  • Globe Life made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1888 holding.
  • Jones Financial Companies first reported a position in Globe Life in Q2 2013 and has held it in 15 quarters since.
  • 698 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.