USA Financial Formulas’s Globe Life GL Stock Holding History

USA Financial Formulas’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	–	Sell	-6	Closed	-$835	–	461
2026 Q1	$835	Sell	6 -600	-99%	-$84.7K	﹤0.01%	347
2025 Q4	$84.8K	Sell	606 -5,237	-90%	-$709K	0.02%	211
2025 Q3	$835K	Sell	5,843 -1,146	-16%	-$155K	0.15%	52
2025 Q2	$869K	Sell	6,989 -1,945	-22%	-$236K	0.15%	67
2025 Q1	$1.18M	Buy	+8,934	New	+$1.09M	0.19%	40
2024 Q2	–	Sell	-8,242	Closed	-$959K	–	332
2024 Q1	$959K	Buy	+8,242	New	+$1.01M	0.16%	69
2023 Q4	–	Sell	-6,917	Closed	-$752K	–	423
2023 Q3	$752K	Hold	6,917	–	–	1.12%	23
2023 Q2	$758K	Sell	6,917 -1,742	-20%	-$187K	1.16%	30
2023 Q1	$953K	Buy	+8,659	New	+$1.02M	1.54%	20
2018 Q1	–	Sell	-5,501	Closed	-$499K	–	348
2017 Q4	$499K	Buy	+5,501	New	+$472K	0.12%	147
2016 Q3	–	Sell	-7,636	Closed	-$472K	–	259
2016 Q2	$472K	Buy	+7,636	New	+$446K	0.13%	127

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

USA Financial Formulas's GL Position: Q2 2026 in Review

USA Financial Formulas sold out of Globe Life (GL) in Q2 2026, closing a stake of 6 shares — an estimated $835 sold.

USA Financial Formulas first reported a position in GL in Q2 2016 and held it in 11 quarters. The position peaked at $1.18M in Q1 2025. 696 funds tracked by Wall St. Rank hold GL as of Q2 2026.

USA Financial Formulas reported no remaining Globe Life position as of Q2 2026 after selling out during the quarter.
USA Financial Formulas sold 6 Globe Life shares in Q2 2026, an estimated $835.
USA Financial Formulas first reported a position in Globe Life in Q2 2016 and held it in 11 quarters.
USA Financial Formulas's Globe Life position peaked at $1.18M in Q1 2025.
696 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

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