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Summit Securities Group’s Globe Life GL Stock Holding History

Summit Securities 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 		$63.1K Buy
353
+340
+2,615% +$53.2K 0.01% 539
2026
Q1 		$1.81K Sell
13
-409
-97% -$57.7K ﹤0.01% 952
2025
Q4 		$59K Buy
422
+283
+204% +$38.3K 0.01% 579
2025
Q3 		$19.9K Buy
139
+83
+148% +$11.2K ﹤0.01% 766
2025
Q2 		$6.96K Buy
+56
New +$6.8K ﹤0.01% 943
2025
Q1 		– Sell
-1,000
Closed -$112K – 909
2024
Q4 		$112K Hold
1,000
– – 0.02% 222
2024
Q3 		$106K Sell
1,000
-350
-26% -$33.6K 0.03% 183
2024
Q2 		$111K Buy
+1,350
New +$112K 0.02% 202
2024
Q1 		– Sell
-1
Closed – – 640
2023
Q4 		$0 Buy
+1
New +$118 ﹤0.01% 759
2023
Q3 		– Sell
-116
Closed -$13K – 747
2023
Q2 		$13K Sell
116
-62
-35% -$6.66K ﹤0.01% 736
2023
Q1 		$20K Buy
178
+86
+93% +$10.1K ﹤0.01% 628
2022
Q4 		$11K Sell
92
-5,543
-98% -$634K ﹤0.01% 1017
2022
Q3 		$562K Buy
5,635
+5,445
+2,866% +$546K 0.04% 229
2022
Q2 		$19K Buy
190
+152
+400% +$14.9K ﹤0.01% 772
2022
Q1 		$4K Buy
+38
New +$3.85K ﹤0.01% 993

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 Securities Group's GL Position: Q2 2026 in Review

Summit Securities Group increased its Globe Life (GL) stake by 2,615% in Q2 2026, buying an estimated $53.2K and bringing the position to 353 shares worth $63.1K. The position accounts for 0.01% of the portfolio, ranked #539.

Summit Securities Group first reported a position in GL in Q1 2022 and has held it in 15 quarters since. The position peaked at $562K in Q3 2022. 701 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Summit Securities Group held 353 shares of Globe Life worth $63.1K as of Q2 2026.
  • Summit Securities Group bought 340 Globe Life shares in Q2 2026, an estimated $53.2K.
  • Globe Life made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #539 holding.
  • Summit Securities Group first reported a position in Globe Life in Q1 2022 and has held it in 15 quarters since.
  • Summit Securities Group's Globe Life position peaked at $562K in Q3 2022.
  • 701 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.