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United Capital Financial Advisors’s Globe Life GL Stock Holding History

United Capital 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 		$872K Buy
4,879
+802
+20% +$126K ﹤0.01% 853
2026
Q1 		$567K Buy
4,077
+431
+12% +$60.8K ﹤0.01% 1002
2025
Q4 		$510K Buy
3,646
+196
+6% +$26.6K ﹤0.01% 952
2025
Q3 		$493K Sell
3,450
-43
-1% -$5.83K ﹤0.01% 861
2025
Q2 		$434K Sell
3,493
-556
-14% -$67.5K ﹤0.01% 815
2025
Q1 		$533K Buy
4,049
+5
+0.1% +$612 ﹤0.01% 730
2024
Q4 		$451K Buy
4,044
+186
+5% +$20.1K ﹤0.01% 759
2024
Q3 		$409K Buy
3,858
+262
+7% +$25.1K ﹤0.01% 784
2024
Q2 		$296K Buy
3,596
+130
+4% +$10.8K ﹤0.01% 859
2024
Q1 		$403K Buy
3,466
+581
+20% +$71.1K ﹤0.01% 792
2023
Q4 		$351K Buy
+2,885
New +$339K ﹤0.01% 816
2015
Q3 		– Sell
-8,654
Closed -$504K – 1272
2015
Q2 		$504K Buy
8,654
+538
+7% +$30.7K 0.01% 918
2015
Q1 		$455K Buy
8,116
+552
+7% +$29.4K 0.01% 928
2014
Q4 		$410K Sell
7,564
-189
-2% -$10K 0.01% 883
2014
Q3 		$406K Buy
+7,753
New +$418K 0.01% 850

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

United Capital Financial Advisors's GL Position: Q2 2026 in Review

United Capital Financial Advisors increased its Globe Life (GL) stake by 20% in Q2 2026, buying an estimated $126K and bringing the position to 4,879 shares worth $872K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

United Capital Financial Advisors first reported a position in GL in Q3 2014 and has held it in 15 quarters since. 698 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • United Capital Financial Advisors held 4,879 shares of Globe Life worth $872K as of Q2 2026.
  • United Capital Financial Advisors bought 802 Globe Life shares in Q2 2026, an estimated $126K.
  • Globe Life made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #853 holding.
  • United Capital Financial Advisors first reported a position in Globe Life in Q3 2014 and has held it in 15 quarters since.
  • 698 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

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