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McNamara Financial Services’s Globe Life GL Stock Holding History

McNamara Financial Services’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 		$402K Hold
2,251
– – 0.07% 83
2026
Q1 		$313K Hold
2,251
– – 0.06% 82
2025
Q4 		$315K Hold
2,251
– – 0.06% 80
2025
Q3 		$322K Hold
2,251
– – 0.06% 71
2025
Q2 		$280K Hold
2,251
– – 0.06% 76
2025
Q1 		$297K Buy
+2,251
New +$275K 0.06% 70
2024
Q4 		– Sell
-2,251
Closed -$238K – 84
2024
Q3 		$238K Buy
+2,251
New +$216K 0.05% 81

Other funds holding GL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

McNamara Financial Services's GL Position: Q2 2026 in Review

McNamara Financial Services held its Globe Life (GL) position steady in Q2 2026 at 2,251 shares worth $402K. The position accounts for 0.07% of the portfolio, ranked #83.

McNamara Financial Services first reported a position in GL in Q3 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • McNamara Financial Services held 2,251 shares of Globe Life worth $402K as of Q2 2026.
  • McNamara Financial Services left its Globe Life share count unchanged in Q2 2026.
  • Globe Life made up 0.07% of McNamara Financial Services's portfolio in Q2 2026, its #83 holding.
  • McNamara Financial Services first reported a position in Globe Life in Q3 2024 and has held it in 7 quarters since.
  • 128 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.