Symphony Financial’s Globe Life GL Stock Holding History

Symphony 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	$211K	Sell	1,179 -352	-23%	-$55.1K	0.02%	351
2026 Q1	$211K	Buy	+1,531	New	+$216K	0.03%	300

Other funds holding GL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Symphony Financial's GL Position: Q2 2026 in Review

Symphony Financial reduced its Globe Life (GL) stake by 23% in Q2 2026, selling an estimated $55.1K and leaving 1,179 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #351.

Symphony Financial first reported a position in GL in Q1 2026 and has held it in 2 quarters since. 698 funds tracked by Wall St. Rank hold GL as of Q2 2026.

Symphony Financial held 1,179 shares of Globe Life worth $211K as of Q2 2026.
Symphony Financial sold 352 Globe Life shares in Q2 2026, an estimated $55.1K.
Globe Life made up 0.02% of Symphony Financial's portfolio in Q2 2026, its #351 holding.
Symphony Financial first reported a position in Globe Life in Q1 2026 and has held it in 2 quarters since.
698 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.