Bank of Montreal’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Bank of Montreal’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
2025 Q2	–	Sell	-300	Closed	-$20.9K	–	3646
2025 Q1	$20.9K	Sell	300 -917	-75%	-$68.8K	﹤0.01%	3215
2024 Q4	$91.6K	Buy	+1,217	New	+$92.1K	﹤0.01%	2976

Other funds holding LRGE

OWA

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

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

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

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

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

Bank of Montreal's LRGE Position: Q2 2025 in Review

Bank of Montreal sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q2 2025, closing a stake of 300 shares — an estimated $20.9K sold.

Bank of Montreal first reported a position in LRGE in Q4 2024 and held it in 2 quarters. The position peaked at $91.6K in Q4 2024. 88 funds tracked by Wall St. Rank hold LRGE as of Q2 2025.

Bank of Montreal reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q2 2025 after selling out during the quarter.
Bank of Montreal sold 300 ClearBridge Large Cap Growth Select ETF shares in Q2 2025, an estimated $20.9K.
Bank of Montreal first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2024 and held it in 2 quarters.
Bank of Montreal's ClearBridge Large Cap Growth Select ETF position peaked at $91.6K in Q4 2024.
88 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2025.

Based on Bank of Montreal's 13F filing for Q2 2025, filed 5 Aug 2025.