Physician Wealth Advisors
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Physician Wealth Advisors’s Globe Life GL Stock Holding History

Physician Wealth Advisors’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
Q3 		$4.47K Hold
27
– – ﹤0.01% 1195
2026
Q2 		$4.82K Buy
27
+3
+13% +$470 ﹤0.01% 1118
2026
Q1 		$3.34K Buy
24
+11
+85% +$1.55K ﹤0.01% 1136
2025
Q4 		$1.82K Hold
13
– – ﹤0.01% 1331
2025
Q3 		$1.86K Buy
13
+9
+225% +$1.22K ﹤0.01% 1262
2025
Q2 		$498 Sell
4
-8
-67% -$971 ﹤0.01% 1713
2025
Q1 		$1.58K Hold
12
– – ﹤0.01% 923
2024
Q4 		$1.34K Buy
+12
New +$1.3K ﹤0.01% 895

Other funds holding GL

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Physician Wealth Advisors's GL Position: Q3 2026 in Review

Physician Wealth Advisors held its Globe Life (GL) position steady in Q3 2026 at 27 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Physician Wealth Advisors first reported a position in GL in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.82K in Q2 2026. 301 funds tracked by Wall St. Rank hold GL as of Q3 2026.

  • Physician Wealth Advisors held 27 shares of Globe Life worth $4.47K as of Q3 2026.
  • Physician Wealth Advisors left its Globe Life share count unchanged in Q3 2026.
  • Globe Life made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1195 holding.
  • Physician Wealth Advisors first reported a position in Globe Life in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's Globe Life position peaked at $4.82K in Q2 2026.
  • 301 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.