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Kingswood Wealth Advisors’s Globe Life GL Stock Holding History

Kingswood 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 		$256K Buy
+1,433
New +$224K 0.01% 850
2025
Q4 		– Sell
-1,597
Closed -$228K – 883
2025
Q3 		$228K Buy
+1,597
New +$216K 0.01% 723

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

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

Kingswood Wealth Advisors opened a new position in Globe Life (GL) in Q2 2026: 1,433 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #850 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in GL as recently as Q3 2025.

Kingswood Wealth Advisors first reported a position in GL in Q3 2025 and has held it in 2 quarters since. 698 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Kingswood Wealth Advisors held 1,433 shares of Globe Life worth $256K as of Q2 2026.
  • Globe Life was a new Kingswood Wealth Advisors position in Q2 2026.
  • Globe Life made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #850 holding.
  • Kingswood Wealth Advisors first reported a position in Globe Life in Q3 2025 and has held it in 2 quarters since.
  • 698 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.