NEI
GL icon

Northwest & Ethical Investments’s Globe Life GL Stock Holding History

Northwest & Ethical Investments’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 		$171K Sell
952
-2,168
-69% -$339K ﹤0.01% 432
2026
Q1 		$447K Sell
3,120
-1,239
-28% -$175K 0.01% 404
2025
Q4 		$617K Buy
4,359
+1,279
+42% +$173K 0.01% 377
2025
Q3 		$442K Buy
+3,080
New +$417K 0.01% 411

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

Northwest & Ethical Investments's GL Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Globe Life (GL) stake by 69% in Q2 2026, selling an estimated $339K and leaving 952 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Northwest & Ethical Investments first reported a position in GL in Q3 2025 and has held it in 4 quarters since. The position peaked at $617K in Q4 2025. 698 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Northwest & Ethical Investments held 952 shares of Globe Life worth $171K as of Q2 2026.
  • Northwest & Ethical Investments sold 2,168 Globe Life shares in Q2 2026, an estimated $339K.
  • Globe Life made up ﹤0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #432 holding.
  • Northwest & Ethical Investments first reported a position in Globe Life in Q3 2025 and has held it in 4 quarters since.
  • Northwest & Ethical Investments's Globe Life position peaked at $617K in Q4 2025.
  • 698 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.