AA Financial Advisors’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

AA Financial Advisors’s Portfolio LRGE Stock Details LRGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.51M	Buy	52,655 +1,208	+2%	+$101K	0.54%	50
2026 Q1	$3.87M	Sell	51,447 -50,070	-49%	-$3.98M	0.55%	50
2025 Q4	$8.36M	Sell	101,517 -19,813	-16%	-$1.64M	1.55%	21
2025 Q3	$10.1M	Buy	121,330 +10,401	+9%	+$837K	1.99%	13
2025 Q2	$8.8M	Buy	110,929 +11,102	+11%	+$808K	1.9%	15
2025 Q1	$6.97M	Buy	99,827 +30,386	+44%	+$2.28M	1.7%	21
2024 Q4	$5.23M	Buy	69,441 +12,495	+22%	+$946K	1.39%	25
2024 Q3	$4.16M	Buy	56,946 +17,146	+43%	+$1.21M	1.2%	28
2024 Q2	$2.78M	Buy	39,800 +23,149	+139%	+$1.55M	0.98%	32
2024 Q1	$1.12M	Buy	+16,651	New	+$1.07M	0.45%	57

Other funds holding LRGE

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

AA Financial Advisors's LRGE Position: Q2 2026 in Review

AA Financial Advisors increased its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 2.3% in Q2 2026, buying an estimated $101K and bringing the position to 52,655 shares worth $4.51M. The position accounts for 0.54% of the portfolio, ranked #50.

AA Financial Advisors first reported a position in LRGE in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.1M in Q3 2025. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

AA Financial Advisors held 52,655 shares of ClearBridge Large Cap Growth Select ETF worth $4.51M as of Q2 2026.
AA Financial Advisors bought 1,208 ClearBridge Large Cap Growth Select ETF shares in Q2 2026, an estimated $101K.
ClearBridge Large Cap Growth Select ETF made up 0.54% of AA Financial Advisors's portfolio in Q2 2026, its #50 holding.
AA Financial Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2024 and has held it in 10 quarters since.
AA Financial Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $10.1M in Q3 2025.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.