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 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 $442M AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AA Financial Advisors's LRGE Position: Q1 2026 in Review

AA Financial Advisors reduced its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 49% in Q1 2026, selling an estimated $3.98M and leaving 51,447 shares worth $3.87M. The position accounts for 0.55% of the portfolio, ranked #50.

AA Financial Advisors first reported a position in LRGE in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.1M in Q3 2025. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

AA Financial Advisors held 51,447 shares of ClearBridge Large Cap Growth Select ETF worth $3.87M as of Q1 2026.
AA Financial Advisors sold 50,070 ClearBridge Large Cap Growth Select ETF shares in Q1 2026, an estimated $3.98M.
ClearBridge Large Cap Growth Select ETF made up 0.55% of AA Financial Advisors's portfolio in Q1 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 9 quarters since.
AA Financial Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $10.1M in Q3 2025.
82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on AA Financial Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.