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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
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

Other funds holding GL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Root Financial Partners's GL Position: Q2 2026 in Review

Root Financial Partners sold out of Globe Life (GL) in Q2 2026, closing a stake of 439 shares — an estimated $61.1K sold.

Root Financial Partners first reported a position in GL in Q3 2025 and held it in 3 quarters. The position peaked at $61.1K in Q1 2026. 220 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Root Financial Partners reported no remaining Globe Life position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 439 Globe Life shares in Q2 2026, an estimated $61.1K.
  • Root Financial Partners first reported a position in Globe Life in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Globe Life position peaked at $61.1K in Q1 2026.
  • 220 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.