Key Financial Inc’s Globe Life GL Stock Holding History

Key Financial Inc’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	$4.82K	Hold	27	–	–	﹤0.01%	1028
2026 Q1	$3.76K	Hold	27	–	–	﹤0.01%	1085
2025 Q4	$3.78K	Hold	27	–	–	﹤0.01%	1092
2025 Q3	$3.81K	Hold	27	–	–	﹤0.01%	1101
2025 Q2	$3.36K	Hold	27	–	–	﹤0.01%	1106
2025 Q1	$3.56K	Hold	27	–	–	﹤0.01%	1067
2024 Q4	$3.01K	Hold	27	–	–	﹤0.01%	1095
2024 Q3	$2.86K	Hold	27	–	–	﹤0.01%	1070
2024 Q2	$2.22K	Buy	27 +7	+35%	+$580	﹤0.01%	1095
2024 Q1	$2.33K	Hold	20	–	–	﹤0.01%	1087
2023 Q4	$2.43K	Hold	20	–	–	﹤0.01%	1075
2023 Q3	$2.17K	Hold	20	–	–	﹤0.01%	1100
2023 Q2	$2.19K	Hold	20	–	–	﹤0.01%	1152
2023 Q1	$2.2K	Hold	20	–	–	﹤0.01%	945
2022 Q4	$1.99K	Hold	20	–	–	﹤0.01%	954
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	949
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	934
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	923
2021 Q4	$2K	Hold	20	–	–	﹤0.01%	821
2021 Q3	$2K	Buy	+20	New	+$1.87K	﹤0.01%	805

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

Key Financial Inc's GL Position: Q2 2026 in Review

Key Financial Inc held its Globe Life (GL) position steady in Q2 2026 at 27 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Key Financial Inc first reported a position in GL in Q3 2021 and has held it in 20 quarters since. 702 funds tracked by Wall St. Rank hold GL as of Q2 2026.

Key Financial Inc held 27 shares of Globe Life worth $4.82K as of Q2 2026.
Key Financial Inc left its Globe Life share count unchanged in Q2 2026.
Globe Life made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1028 holding.
Key Financial Inc first reported a position in Globe Life in Q3 2021 and has held it in 20 quarters since.
702 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.