WFA
GL icon

West Financial Advisors’s Globe Life GL Stock Holding History

West 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 		$357K Hold
2,000
– – 0.05% 51
2026
Q1 		$278K Hold
2,000
– – 0.05% 51
2025
Q4 		$280K Hold
2,000
– – 0.05% 50
2025
Q3 		$286K Hold
2,000
– – 0.05% 53
2025
Q2 		$249K Hold
2,000
– – 0.04% 54
2025
Q1 		$263K Hold
2,000
– – 0.05% 52
2024
Q4 		$223K Hold
2,000
– – 0.04% 53
2024
Q3 		$212K Hold
2,000
– – 0.04% 53
2024
Q2 		$165K Buy
+2,000
New +$166K 0.03% 60

Other funds holding GL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return

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

West Financial Advisors held its Globe Life (GL) position steady in Q2 2026 at 2,000 shares worth $357K. The position accounts for 0.05% of the portfolio, ranked #51.

West Financial Advisors first reported a position in GL in Q2 2024 and has held it in 9 quarters since. 128 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • West Financial Advisors held 2,000 shares of Globe Life worth $357K as of Q2 2026.
  • West Financial Advisors left its Globe Life share count unchanged in Q2 2026.
  • Globe Life made up 0.05% of West Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • West Financial Advisors first reported a position in Globe Life in Q2 2024 and has held it in 9 quarters since.
  • 128 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.