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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

RF&L Wealth Management's GL Position: Q1 2026 in Review

RF&L Wealth Management reduced its Globe Life (GL) stake by 7.1% in Q1 2026, selling an estimated $39.1K and leaving 3,626 shares worth $505K. The position accounts for 0.38% of the portfolio, ranked #36.

RF&L Wealth Management first reported a position in GL in Q1 2025 and has held it in 5 quarters since. The position peaked at $546K in Q4 2025. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • RF&L Wealth Management held 3,626 shares of Globe Life worth $505K as of Q1 2026.
  • RF&L Wealth Management sold 277 Globe Life shares in Q1 2026, an estimated $39.1K.
  • Globe Life made up 0.38% of RF&L Wealth Management's portfolio in Q1 2026, its #36 holding.
  • RF&L Wealth Management first reported a position in Globe Life in Q1 2025 and has held it in 5 quarters since.
  • RF&L Wealth Management's Globe Life position peaked at $546K in Q4 2025.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.