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Transamerica Financial Advisors’s Globe Life GL Stock Holding History

Transamerica Financial Advisors’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 		$149K Sell
835
-149
-15% -$23.3K 0.01% 481
2026
Q1 		$137K Buy
984
+441
+81% +$62.3K 0.01% 459
2025
Q4 		$76K Buy
543
+171
+46% +$23.2K 0.01% 487
2025
Q3 		$53K Buy
+372
New +$50.4K ﹤0.01% 474
2024
Q2 		– Sell
-1
Closed -$1K – 593
2024
Q1 		$1K Buy
+1
New +$122 ﹤0.01% 492
2020
Q3 		– Sell
-1
Closed -$1K – 297
2020
Q2 		$1K Buy
+1
New +$76 ﹤0.01% 395
2016
Q1 		– Sell
-1
Closed -$1K – 792
2015
Q4 		$1K Hold
1
– – ﹤0.01% 750
2015
Q3 		$1K Sell
1
-85
-99% -$5.05K ﹤0.01% 751
2015
Q2 		$5K Sell
86
-2
-2% -$114 ﹤0.01% 701
2015
Q1 		$5K Sell
88
-33
-27% -$1.75K ﹤0.01% 697
2014
Q4 		$7K Sell
121
-1,532
-93% -$81.2K ﹤0.01% 528
2014
Q3 		$87K Sell
1,653
-195
-11% -$10.5K 0.01% 310
2014
Q2 		$101K Buy
1,848
+330
+22% +$17.7K 0.01% 321
2014
Q1 		$80K Sell
1,518
-48,465
-97% -$2.49M 0.01% 315
2013
Q4 		$2.6M Buy
49,983
+44,128
+754% +$2.2M 0.28% 52
2013
Q3 		$283K Buy
5,855
+1,346
+30% +$63.3K 0.04% 201
2013
Q2 		$196K Buy
+4,509
New +$189K 0.03% 207

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

Transamerica Financial Advisors's GL Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Globe Life (GL) stake by 15% in Q2 2026, selling an estimated $23.3K and leaving 835 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #481.

Transamerica Financial Advisors first reported a position in GL in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.6M in Q4 2013. 698 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Transamerica Financial Advisors held 835 shares of Globe Life worth $149K as of Q2 2026.
  • Transamerica Financial Advisors sold 149 Globe Life shares in Q2 2026, an estimated $23.3K.
  • Globe Life made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #481 holding.
  • Transamerica Financial Advisors first reported a position in Globe Life in Q2 2013 and has held it in 17 quarters since.
  • Transamerica Financial Advisors's Globe Life position peaked at $2.6M in Q4 2013.
  • 698 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.