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 Q3	$4.81M	Buy	53,097 +442	+0.8%	+$38.7K	0.57%	46
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

AA Financial Advisors's LRGE Position: Q3 2026 in Review

AA Financial Advisors increased its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 0.84% in Q3 2026, buying an estimated $38.7K and bringing the position to 53,097 shares worth $4.81M. The position accounts for 0.57% of the portfolio, ranked #46.

AA Financial Advisors first reported a position in LRGE in Q1 2024 and has held it in 11 quarters since. The position peaked at $10.1M in Q3 2025. 43 funds tracked by Wall St. Rank hold LRGE as of Q3 2026.

AA Financial Advisors held 53,097 shares of ClearBridge Large Cap Growth Select ETF worth $4.81M as of Q3 2026.
AA Financial Advisors bought 442 ClearBridge Large Cap Growth Select ETF shares in Q3 2026, an estimated $38.7K.
ClearBridge Large Cap Growth Select ETF made up 0.57% of AA Financial Advisors's portfolio in Q3 2026, its #46 holding.
AA Financial Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2024 and has held it in 11 quarters since.
AA Financial Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $10.1M in Q3 2025.
43 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.