SFA
GL icon

Sequoia Financial Advisors’s Globe Life GL Stock Holding History

Sequoia Financial Advisors’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 		$5.27M Buy
29,470
+1,973
+7% +$309K 0.03% 346
2026
Q1 		$3.83M Sell
27,497
-2,535
-8% -$358K 0.02% 388
2025
Q4 		$4.2M Buy
30,032
+2,255
+8% +$305K 0.02% 359
2025
Q3 		$3.97M Buy
27,777
+289
+1% +$39.2K 0.02% 349
2025
Q2 		$3.42M Buy
27,488
+3,304
+14% +$401K 0.02% 351
2025
Q1 		$3.19M Buy
24,184
+21,136
+693% +$2.59M 0.02% 347
2024
Q4 		$340K Buy
3,048
+446
+17% +$48.1K ﹤0.01% 970
2024
Q3 		$276K Buy
+2,602
New +$250K ﹤0.01% 1012
2024
Q2 		– Sell
-2,698
Closed -$314K – 1247
2024
Q1 		$314K Sell
2,698
-939
-26% -$115K ﹤0.01% 841
2023
Q4 		$443K Buy
3,637
+1,526
+72% +$179K 0.01% 773
2023
Q3 		$230K Buy
2,111
+99
+5% +$11.1K ﹤0.01% 803
2023
Q2 		$221K Buy
2,012
+49
+2% +$5.27K ﹤0.01% 825
2023
Q1 		$216K Sell
1,963
-62
-3% -$7.28K ﹤0.01% 740
2022
Q4 		$244K Buy
+2,025
New +$232K 0.01% 658
2022
Q3 		– Sell
-2,229
Closed -$218K – 559
2022
Q2 		$218K Buy
2,229
+50
+2% +$4.9K 0.01% 523
2022
Q1 		$220K Buy
+2,179
New +$221K 0.01% 596

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's GL Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Globe Life (GL) stake by 7.2% in Q2 2026, buying an estimated $309K and bringing the position to 29,470 shares worth $5.27M. The position accounts for 0.03% of the portfolio, ranked #346.

Sequoia Financial Advisors first reported a position in GL in Q1 2022 and has held it in 16 quarters since. 703 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Sequoia Financial Advisors held 29,470 shares of Globe Life worth $5.27M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,973 Globe Life shares in Q2 2026, an estimated $309K.
  • Globe Life made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #346 holding.
  • Sequoia Financial Advisors first reported a position in Globe Life in Q1 2022 and has held it in 16 quarters since.
  • 703 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.