Taylor Financial Group’s State Street Global Allocation ETF GAL Stock Holding History

Taylor Financial Group’s Portfolio GAL Stock Details GAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.32M	Buy	81,670 +3,144	+4%	+$165K	2.37%	9
2026 Q1	$3.89M	Buy	78,526 +3,371	+4%	+$171K	2.36%	9
2025 Q4	$3.72M	Sell	75,155 -56	-0.1%	-$2.78K	2.18%	10
2025 Q3	$3.69M	Buy	75,211 +5,529	+8%	+$265K	2.13%	11
2025 Q2	$3.27M	Buy	69,682 +7,972	+13%	+$361K	2.04%	12
2025 Q1	$2.77M	Buy	61,710 +5,770	+10%	+$260K	1.92%	13
2024 Q4	$2.47M	Buy	55,940 +4,129	+8%	+$187K	1.71%	13
2024 Q3	$2.36M	Buy	51,811 +4,043	+8%	+$179K	1.63%	13
2024 Q2	$2.07M	Buy	47,768 +4,281	+10%	+$184K	1.59%	14
2024 Q1	$1.88M	Buy	43,487 +1,597	+4%	+$66.9K	1.43%	15
2023 Q4	$1.74M	Buy	+41,890	New	+$1.64M	1.43%	15

Other funds holding GAL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $159M AUM

BFA

Bright Financial Advisors Portage, Michigan $239M AUM 20.04% 1-Year Est. Return

PAYA

Phil A. Younker & Associates Fairbanks, Alaska $148M AUM 11.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Taylor Financial Group's GAL Position: Q2 2026 in Review

Taylor Financial Group increased its State Street Global Allocation ETF (GAL) stake by 4% in Q2 2026, buying an estimated $165K and bringing the position to 81,670 shares worth $4.32M. The position accounts for 2.37% of the portfolio, ranked #9.

Taylor Financial Group first reported a position in GAL in Q4 2023 and has held it in 11 quarters since. 63 funds tracked by Wall St. Rank hold GAL as of Q2 2026.

Taylor Financial Group held 81,670 shares of State Street Global Allocation ETF worth $4.32M as of Q2 2026.
Taylor Financial Group bought 3,144 State Street Global Allocation ETF shares in Q2 2026, an estimated $165K.
State Street Global Allocation ETF made up 2.37% of Taylor Financial Group's portfolio in Q2 2026, its #9 holding.
Taylor Financial Group first reported a position in State Street Global Allocation ETF in Q4 2023 and has held it in 11 quarters since.
63 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.