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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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