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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
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

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

RF&L Wealth Management's GL Position: Q2 2026 in Review

RF&L Wealth Management reduced its Globe Life (GL) stake by 5.9% in Q2 2026, selling an estimated $33.3K and leaving 3,413 shares worth $610K. The position accounts for 0.41% of the portfolio, ranked #34.

RF&L Wealth Management first reported a position in GL in Q1 2025 and has held it in 6 quarters since. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • RF&L Wealth Management held 3,413 shares of Globe Life worth $610K as of Q2 2026.
  • RF&L Wealth Management sold 213 Globe Life shares in Q2 2026, an estimated $33.3K.
  • Globe Life made up 0.41% of RF&L Wealth Management's portfolio in Q2 2026, its #34 holding.
  • RF&L Wealth Management first reported a position in Globe Life in Q1 2025 and has held it in 6 quarters since.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.