Root Financial Partners
GL icon

Root Financial Partners’s Globe Life GL Stock Holding History

Root Financial Partners’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 		$91.9K Buy
+555
New +$97.8K ﹤0.01% 771
2026
Q2 		– Sell
-439
Closed -$61.1K – 1520
2026
Q1 		$61.1K Buy
439
+83
+23% +$11.7K ﹤0.01% 779
2025
Q4 		$49.8K Buy
356
+50
+16% +$6.77K ﹤0.01% 715
2025
Q3 		$43.7K Buy
+306
New +$41.5K ﹤0.01% 717

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's GL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Globe Life (GL) in Q3 2026: 555 shares worth $91.9K. The stake represents ﹤0.01% of the portfolio and ranks #771 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GL as recently as Q1 2026.

Root Financial Partners first reported a position in GL in Q3 2025 and has held it in 4 quarters since. 576 funds tracked by Wall St. Rank hold GL as of Q3 2026.

  • Root Financial Partners held 555 shares of Globe Life worth $91.9K as of Q3 2026.
  • Globe Life was a new Root Financial Partners position in Q3 2026.
  • Globe Life made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #771 holding.
  • Root Financial Partners first reported a position in Globe Life in Q3 2025 and has held it in 4 quarters since.
  • 576 funds tracked by Wall St. Rank held Globe Life as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.