Montgomery Investment Management’s Globe Life GL Stock Holding History

Montgomery Investment 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 Q2	$1.08M	Hold	6,050	–	–	0.33%	48
2026 Q1	$842K	Hold	6,050	–	–	0.29%	53
2025 Q4	$846K	Hold	6,050	–	–	0.3%	51
2025 Q3	$865K	Hold	6,050	–	–	0.3%	49
2025 Q2	$752K	Hold	6,050	–	–	0.29%	50
2025 Q1	$797K	Hold	6,050	–	–	0.32%	48
2024 Q4	$675K	Hold	6,050	–	–	0.27%	49
2024 Q3	$641K	Hold	6,050	–	–	0.23%	51
2024 Q2	$498K	Hold	6,050	–	–	0.2%	59
2024 Q1	$704K	Sell	6,050 -250	-4%	-$30.6K	0.27%	47
2023 Q4	$767K	Hold	6,300	–	–	0.24%	53
2023 Q3	$685K	Sell	6,300 -200	-3%	-$22.3K	0.24%	54
2023 Q2	$713K	Sell	6,500 -200	-3%	-$21.5K	0.24%	51
2023 Q1	$737K	Hold	6,700	–	–	0.26%	49
2022 Q4	$808K	Hold	6,700	–	–	0.29%	49
2022 Q3	$668K	Hold	6,700	–	–	0.27%	48
2022 Q2	$653K	Sell	6,700 -300	-4%	-$29.4K	0.26%	52
2022 Q1	$704K	Sell	7,000 -300	-4%	-$30.4K	0.24%	55
2021 Q4	$684K	Hold	7,300	–	–	0.23%	55
2021 Q3	$650K	Sell	7,300 -300	-4%	-$28K	0.24%	54
2021 Q2	$724K	Sell	7,600 -100	-1%	-$10.2K	0.27%	52
2021 Q1	$744K	Sell	7,700 -300	-4%	-$28.7K	0.28%	50
2020 Q4	$760K	Hold	8,000	–	–	0.35%	47
2020 Q3	$639K	Hold	8,000	–	–	0.34%	46
2020 Q2	$594K	Hold	8,000	–	–	0.32%	47
2020 Q1	$576K	Hold	8,000	–	–	0.38%	48
2019 Q4	$842K	Hold	8,000	–	–	0.34%	53
2019 Q3	$766K	Sell	8,000 -1,000	-11%	-$90.8K	0.33%	53
2019 Q2	$805K	Sell	9,000 -1,000	-10%	-$87.2K	0.35%	52
2019 Q1	$820K	Hold	10,000	–	–	0.37%	52
2018 Q4	$745K	Sell	10,000 -1,000	-9%	-$83.1K	0.38%	52
2018 Q3	$954K	Sell	11,000 -2,000	-15%	-$173K	0.39%	53
2018 Q2	$1.06M	Hold	13,000	–	–	0.44%	50
2018 Q1	$1.09M	Sell	13,000 -1,000	-7%	-$87.4K	0.46%	46
2017 Q4	$1.27M	Sell	14,000 -5,522	-28%	-$474K	0.52%	43
2017 Q3	$1.56M	Sell	19,522 -62,057	-76%	-$4.84M	0.69%	37
2017 Q2	$6.24M	Buy	81,579 +29,757	+57%	+$2.26M	2.86%	8
2017 Q1	$3.99M	Sell	51,822 -1,350	-3%	-$103K	1.72%	16
2016 Q4	$3.92M	Sell	53,172 -400	-0.7%	-$27.4K	1.69%	16
2016 Q3	$3.42M	Hold	53,572	–	–	1.61%	17
2016 Q2	$3.31M	Buy	+53,572	New	+$3.13M	1.61%	16

Other funds holding GL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 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

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM