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Southern Financial Group’s Globe Life GL Stock Holding History

Southern Financial Group’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 		$348K Sell
1,950
-250
-11% -$39.1K 0.09% 58
2026
Q1 		$306K Hold
2,200
– – 0.09% 61
2025
Q4 		$308K Buy
+2,200
New +$298K 0.09% 60

Other funds holding GL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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

Southern Financial Group's GL Position: Q2 2026 in Review

Southern Financial Group reduced its Globe Life (GL) stake by 11% in Q2 2026, selling an estimated $39.1K and leaving 1,950 shares worth $348K. The position accounts for 0.09% of the portfolio, ranked #58.

Southern Financial Group first reported a position in GL in Q4 2025 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Southern Financial Group held 1,950 shares of Globe Life worth $348K as of Q2 2026.
  • Southern Financial Group sold 250 Globe Life shares in Q2 2026, an estimated $39.1K.
  • Globe Life made up 0.09% of Southern Financial Group's portfolio in Q2 2026, its #58 holding.
  • Southern Financial Group first reported a position in Globe Life in Q4 2025 and has held it in 3 quarters since.
  • 307 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.