MFG
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Merit Financial Group’s Globe Life GL Stock Holding History

Merit Financial Group’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 		$1.76M Buy
9,829
+1,325
+16% +$207K 0.01% 810
2026
Q1 		$1.18M Buy
8,504
+260
+3% +$36.7K 0.01% 904
2025
Q4 		$1.15M Sell
8,244
-102
-1% -$13.8K 0.01% 879
2025
Q3 		$1.19M Sell
8,346
-425
-5% -$57.6K 0.01% 773
2025
Q2 		$1.09M Buy
8,771
+2,734
+45% +$332K 0.01% 746
2025
Q1 		$795K Buy
6,037
+1,668
+38% +$204K 0.01% 744
2024
Q4 		$487K Buy
+4,369
New +$471K 0.01% 736

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

Merit Financial Group's GL Position: Q2 2026 in Review

Merit Financial Group increased its Globe Life (GL) stake by 16% in Q2 2026, buying an estimated $207K and bringing the position to 9,829 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #810.

Merit Financial Group first reported a position in GL in Q4 2024 and has held it in 7 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Merit Financial Group held 9,829 shares of Globe Life worth $1.76M as of Q2 2026.
  • Merit Financial Group bought 1,325 Globe Life shares in Q2 2026, an estimated $207K.
  • Globe Life made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #810 holding.
  • Merit Financial Group first reported a position in Globe Life in Q4 2024 and has held it in 7 quarters since.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.