WBI Investments’s Globe Life GL Stock Holding History

WBI Investments’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	$559K	Sell	3,130 -768	-20%	-$120K	0.14%	188
2026 Q1	$542K	Sell	3,898 -3,113	-44%	-$440K	0.15%	178
2025 Q4	$981K	Buy	7,011 +2,109	+43%	+$286K	0.26%	118
2025 Q3	$701K	Buy	4,902 +3,056	+166%	+$414K	0.18%	148
2025 Q2	$229K	Buy	+1,846	New	+$224K	0.06%	238
2025 Q1	–	Sell	-18,831	Closed	-$2.1M	–	258
2024 Q4	$2.1M	Buy	+18,831	New	+$2.03M	0.52%	55
2024 Q1	–	Sell	-5,848	Closed	-$712K	–	210
2023 Q4	$712K	Buy	+5,848	New	+$687K	0.14%	131
2020 Q1	–	Sell	-22,487	Closed	-$2.37M	–	139
2019 Q4	$2.37M	Buy	22,487 +19,468	+645%	+$1.94M	0.25%	81
2019 Q3	$289K	Buy	+3,019	New	+$274K	0.03%	189
2018 Q4	–	Sell	-17,719	Closed	-$1.54M	–	147
2018 Q3	$1.54M	Buy	+17,719	New	+$1.53M	0.08%	182
2017 Q1	–	Sell	-55,629	Closed	-$4.1M	–	313
2016 Q4	$4.1M	Buy	55,629 +35,436	+175%	+$2.43M	0.18%	93
2016 Q3	$1.29M	Buy	+20,193	New	+$1.27M	0.05%	194

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

WBI Investments's GL Position: Q2 2026 in Review

WBI Investments reduced its Globe Life (GL) stake by 20% in Q2 2026, selling an estimated $120K and leaving 3,130 shares worth $559K. The position accounts for 0.14% of the portfolio, ranked #188.

WBI Investments first reported a position in GL in Q3 2016 and has held it in 12 quarters since. The position peaked at $4.1M in Q4 2016. 698 funds tracked by Wall St. Rank hold GL as of Q2 2026.

WBI Investments held 3,130 shares of Globe Life worth $559K as of Q2 2026.
WBI Investments sold 768 Globe Life shares in Q2 2026, an estimated $120K.
Globe Life made up 0.14% of WBI Investments's portfolio in Q2 2026, its #188 holding.
WBI Investments first reported a position in Globe Life in Q3 2016 and has held it in 12 quarters since.
WBI Investments's Globe Life position peaked at $4.1M in Q4 2016.
698 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.