AssetMark Inc’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

AssetMark Inc’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	$29.7K	Hold	395	–	–	﹤0.01%	1926
2025 Q4	$32.5K	Hold	395	–	–	﹤0.01%	1854
2025 Q3	$32.9K	Hold	395	–	–	﹤0.01%	1784
2025 Q2	$31.3K	Hold	395	–	–	﹤0.01%	1693
2025 Q1	$27.6K	Sell	395 -395	-50%	-$29.6K	﹤0.01%	1617
2024 Q4	$59.5K	Buy	+790	New	+$59.8K	﹤0.01%	1384

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

AssetMark Inc's LRGE Position: Q1 2026 in Review

AssetMark Inc held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q1 2026 at 395 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

AssetMark Inc first reported a position in LRGE in Q4 2024 and has held it in 6 quarters since. The position peaked at $59.5K in Q4 2024. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

AssetMark Inc held 395 shares of ClearBridge Large Cap Growth Select ETF worth $29.7K as of Q1 2026.
AssetMark Inc left its ClearBridge Large Cap Growth Select ETF share count unchanged in Q1 2026.
ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1926 holding.
AssetMark Inc first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2024 and has held it in 6 quarters since.
AssetMark Inc's ClearBridge Large Cap Growth Select ETF position peaked at $59.5K in Q4 2024.
82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.