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SVB Wealth’s Globe Life GL Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-479
Closed -$63.1K – 959
2025
Q1 		$63.1K Buy
+479
New +$58.6K ﹤0.01% 480

Other funds holding GL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SVB Wealth's GL Position: Q2 2025 in Review

SVB Wealth sold out of Globe Life (GL) in Q2 2025, closing a stake of 479 shares — an estimated $63.1K sold.

SVB Wealth first reported a position in GL in Q1 2025 and held it in 1 quarter. The position peaked at $63.1K in Q1 2025. 639 funds tracked by Wall St. Rank hold GL as of Q2 2025.

  • SVB Wealth reported no remaining Globe Life position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 479 Globe Life shares in Q2 2025, an estimated $63.1K.
  • SVB Wealth first reported a position in Globe Life in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Globe Life position peaked at $63.1K in Q1 2025.
  • 639 funds tracked by Wall St. Rank held Globe Life as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.