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Summit Financial’s Globe Life GL Stock Holding History

Summit Financial’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 		$485K Buy
3,486
+113
+3% +$16K 0.01% 1009
2025
Q4 		$472K Buy
3,373
+8
+0.2% +$1.08K 0.01% 905
2025
Q3 		$481K Buy
3,365
+85
+3% +$11.5K 0.01% 893
2025
Q2 		$408K Sell
3,280
-2
-0.1% -$243 0.01% 610
2025
Q1 		$432K Buy
3,282
+128
+4% +$15.7K 0.01% 546
2024
Q4 		$352K Buy
3,154
+650
+26% +$70.1K 0.01% 503
2024
Q3 		$265K Buy
+2,504
New +$240K 0.01% 477

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

Summit Financial's GL Position: Q1 2026 in Review

Summit Financial increased its Globe Life (GL) stake by 3.4% in Q1 2026, buying an estimated $16K and bringing the position to 3,486 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #1009.

Summit Financial first reported a position in GL in Q3 2024 and has held it in 7 quarters since. 663 funds tracked by Wall St. Rank hold GL as of Q1 2026.

  • Summit Financial held 3,486 shares of Globe Life worth $485K as of Q1 2026.
  • Summit Financial bought 113 Globe Life shares in Q1 2026, an estimated $16K.
  • Globe Life made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1009 holding.
  • Summit Financial first reported a position in Globe Life in Q3 2024 and has held it in 7 quarters since.
  • 663 funds tracked by Wall St. Rank held Globe Life as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.