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 Q2	$2.39M	Sell	27,861 -1,392	-5%	-$116K	0.75%	34
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 $463M AUM 20.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Barnes Pettey Financial Advisors's LRGE Position: Q2 2026 in Review

Barnes Pettey Financial Advisors reduced its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 4.8% in Q2 2026, selling an estimated $116K and leaving 27,861 shares worth $2.39M. The position accounts for 0.75% of the portfolio, ranked #34.

Barnes Pettey Financial Advisors first reported a position in LRGE in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.71M in Q2 2024. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

Barnes Pettey Financial Advisors held 27,861 shares of ClearBridge Large Cap Growth Select ETF worth $2.39M as of Q2 2026.
Barnes Pettey Financial Advisors sold 1,392 ClearBridge Large Cap Growth Select ETF shares in Q2 2026, an estimated $116K.
ClearBridge Large Cap Growth Select ETF made up 0.75% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #34 holding.
Barnes Pettey Financial Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2024 and has held it in 9 quarters since.
Barnes Pettey Financial Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $2.71M in Q2 2024.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.