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McElhenny Sheffield Capital Management’s Globe Life GL Stock Holding History

McElhenny Sheffield Capital Management’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
-1,839
Closed -$257K – 103
2025
Q4 		$257K Buy
+1,839
New +$249K 0.06% 87
2024
Q2 		– Sell
-4,439
Closed -$517K – 96
2024
Q1 		$517K Buy
+4,439
New +$543K 0.18% 55

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

McElhenny Sheffield Capital Management's GL Position: Q1 2026 in Review

McElhenny Sheffield Capital Management sold out of Globe Life (GL) in Q1 2026, closing a stake of 1,839 shares — an estimated $257K sold.

McElhenny Sheffield Capital Management first reported a position in GL in Q1 2024 and held it in 2 quarters. The position peaked at $517K in Q1 2024. 669 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • McElhenny Sheffield Capital Management reported no remaining Globe Life position as of Q1 2026 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 1,839 Globe Life shares in Q1 2026, an estimated $257K.
  • McElhenny Sheffield Capital Management first reported a position in Globe Life in Q1 2024 and held it in 2 quarters.
  • McElhenny Sheffield Capital Management's Globe Life position peaked at $517K in Q1 2024.
  • 669 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.