RF&L Wealth Management
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RF&L Wealth Management’s Globe Life GL Stock Holding History

RF&L Wealth 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
Q3 		$712K Buy
4,297
+884
+26% +$156K 0.48% 34
2026
Q2 		$610K Sell
3,413
-213
-6% -$33.3K 0.41% 34
2026
Q1 		$505K Sell
3,626
-277
-7% -$39.1K 0.38% 36
2025
Q4 		$546K Buy
3,903
+1,334
+52% +$181K 0.31% 47
2025
Q3 		$367K Sell
2,569
-173
-6% -$23.4K 0.22% 52
2025
Q2 		$341K Buy
2,742
+585
+27% +$71K 0.22% 51
2025
Q1 		$284K Buy
+2,157
New +$264K 0.2% 51

Other funds holding GL

Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Smith Thornton Advisors
Smith Thornton Advisors Huntsville, Alabama $229M AUM 13.71% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Patton Fund Management
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

RF&L Wealth Management's GL Position: Q3 2026 in Review

RF&L Wealth Management increased its Globe Life (GL) stake by 26% in Q3 2026, buying an estimated $156K and bringing the position to 4,297 shares worth $712K. The position accounts for 0.48% of the portfolio, ranked #34.

RF&L Wealth Management first reported a position in GL in Q1 2025 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold GL as of Q3 2026.

  • RF&L Wealth Management held 4,297 shares of Globe Life worth $712K as of Q3 2026.
  • RF&L Wealth Management bought 884 Globe Life shares in Q3 2026, an estimated $156K.
  • Globe Life made up 0.48% of RF&L Wealth Management's portfolio in Q3 2026, its #34 holding.
  • RF&L Wealth Management first reported a position in Globe Life in Q1 2025 and has held it in 7 quarters since.
  • 93 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on RF&L Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.