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Kaufman Rossin Wealth’s Globe Life GL Stock Holding History

Kaufman Rossin Wealth’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
Q1 		– Sell
-1,565
Closed -$219K – 132
2025
Q4 		$219K Sell
1,565
-158
-9% -$21.4K 0.11% 142
2025
Q3 		$246K Sell
1,723
-358
-17% -$48.5K 0.13% 119
2025
Q2 		$259K Buy
+2,081
New +$253K 0.16% 101

Other funds holding GL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kaufman Rossin Wealth's GL Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Globe Life (GL) in Q1 2026, closing a stake of 1,565 shares — an estimated $219K sold.

Kaufman Rossin Wealth first reported a position in GL in Q2 2025 and held it in 3 quarters. The position peaked at $259K in Q2 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Globe Life position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 1,565 Globe Life shares in Q1 2026, an estimated $219K.
  • Kaufman Rossin Wealth first reported a position in Globe Life in Q2 2025 and held it in 3 quarters.
  • Kaufman Rossin Wealth's Globe Life position peaked at $259K in Q2 2025.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.