KF
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Krilogy Financial’s Globe Life GL Stock Holding History

Krilogy Financial’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 		$882K Buy
4,938
+417
+9% +$65.3K 0.03% 439
2026
Q1 		$677K Sell
4,521
-212
-4% -$29.9K 0.02% 484
2025
Q4 		$654K Sell
4,733
-328
-6% -$44.4K 0.02% 468
2025
Q3 		$677K Buy
+5,061
New +$686K 0.03% 437
2022
Q1 		– Sell
-13,735
Closed -$1.29M – 314
2021
Q4 		$1.29M Buy
13,735
+737
+6% +$68.2K 0.13% 110
2021
Q3 		$1.16M Buy
12,998
+560
+5% +$52.3K 0.12% 122
2021
Q2 		$1.19M Sell
12,438
-1
-0% -$102 0.12% 118
2021
Q1 		$1.2M Buy
12,439
+763
+7% +$73.1K 0.13% 109
2020
Q4 		$1.11M Buy
11,676
+543
+5% +$48.3K 0.13% 103
2020
Q3 		$890K Sell
11,133
-5,732
-34% -$458K 0.12% 122
2020
Q2 		$1.25M Buy
+16,865
New +$1.28M 0.19% 77
2020
Q1 		– Sell
-31,996
Closed -$3.37M – 205
2019
Q4 		$3.37M Sell
31,996
-357
-1% -$35.6K 0.55% 33
2019
Q3 		$3.1M Buy
32,353
+6,904
+27% +$627K 0.56% 33
2019
Q2 		$2.28M Buy
25,449
+3,188
+14% +$278K 0.44% 56
2019
Q1 		$1.82M Buy
+22,261
New +$1.82M 0.39% 59

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

Krilogy Financial's GL Position: Q2 2026 in Review

Krilogy Financial increased its Globe Life (GL) stake by 9.2% in Q2 2026, buying an estimated $65.3K and bringing the position to 4,938 shares worth $882K. The position accounts for 0.03% of the portfolio, ranked #439.

Krilogy Financial first reported a position in GL in Q1 2019 and has held it in 15 quarters since. The position peaked at $3.37M in Q4 2019. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Krilogy Financial held 4,938 shares of Globe Life worth $882K as of Q2 2026.
  • Krilogy Financial bought 417 Globe Life shares in Q2 2026, an estimated $65.3K.
  • Globe Life made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #439 holding.
  • Krilogy Financial first reported a position in Globe Life in Q1 2019 and has held it in 15 quarters since.
  • Krilogy Financial's Globe Life position peaked at $3.37M in Q4 2019.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.