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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
Q2 		$718K Buy
4,019
+533
+15% +$83.4K 0.01% 965
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 $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 $3.37T AUM 44.26% 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

Summit Financial's GL Position: Q2 2026 in Review

Summit Financial increased its Globe Life (GL) stake by 15% in Q2 2026, buying an estimated $83.4K and bringing the position to 4,019 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #965.

Summit Financial first reported a position in GL in Q3 2024 and has held it in 8 quarters since. 702 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Summit Financial held 4,019 shares of Globe Life worth $718K as of Q2 2026.
  • Summit Financial bought 533 Globe Life shares in Q2 2026, an estimated $83.4K.
  • Globe Life made up 0.01% of Summit Financial's portfolio in Q2 2026, its #965 holding.
  • Summit Financial first reported a position in Globe Life in Q3 2024 and has held it in 8 quarters since.
  • 702 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.