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

Barnes Pettey 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	$2.2M	Sell	29,253 -912	-3%	-$72.5K	0.96%	28
2025 Q4	$2.48M	Sell	30,165 -460	-2%	-$38.2K	1.23%	20
2025 Q3	$2.55M	Sell	30,625 -1,633	-5%	-$131K	1.4%	18
2025 Q2	$2.56M	Sell	32,258 -393	-1%	-$28.6K	1.71%	16
2025 Q1	$2.28M	Sell	32,651 -596	-2%	-$44.7K	1.77%	15
2024 Q4	$2.5M	Sell	33,247 -1,485	-4%	-$112K	1.91%	16
2024 Q3	$2.54M	Sell	34,732 -4,148	-11%	-$292K	2.02%	14
2024 Q2	$2.71M	Buy	+38,880	New	+$2.6M	2.33%	11

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

Barnes Pettey Financial Advisors's LRGE Position: Q1 2026 in Review

Barnes Pettey Financial Advisors reduced its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 3% in Q1 2026, selling an estimated $72.5K and leaving 29,253 shares worth $2.2M. The position accounts for 0.96% of the portfolio, ranked #28.

Barnes Pettey Financial Advisors first reported a position in LRGE in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.71M in Q2 2024. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

Barnes Pettey Financial Advisors held 29,253 shares of ClearBridge Large Cap Growth Select ETF worth $2.2M as of Q1 2026.
Barnes Pettey Financial Advisors sold 912 ClearBridge Large Cap Growth Select ETF shares in Q1 2026, an estimated $72.5K.
ClearBridge Large Cap Growth Select ETF made up 0.96% of Barnes Pettey Financial Advisors's portfolio in Q1 2026, its #28 holding.
Barnes Pettey Financial Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2024 and has held it in 8 quarters since.
Barnes Pettey Financial Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $2.71M in Q2 2024.
82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.