CIBC Private Wealth Group
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CIBC Private Wealth Group’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

CIBC Private Wealth Group’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
Q3 		– Sell
-3,736
Closed -$296K – 3224
2025
Q2 		$296K Buy
+3,736
New +$272K ﹤0.01% 979
2025
Q1 		– Sell
-155
Closed -$11.8K – 3202
2024
Q4 		$11.8K Buy
+155
New +$11.7K ﹤0.01% 2225

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

CIBC Private Wealth Group's LRGE Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q3 2025, closing a stake of 3,736 shares — an estimated $296K sold.

CIBC Private Wealth Group first reported a position in LRGE in Q4 2024 and held it in 2 quarters. The position peaked at $296K in Q2 2025. 81 funds tracked by Wall St. Rank hold LRGE as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 3,736 ClearBridge Large Cap Growth Select ETF shares in Q3 2025, an estimated $296K.
  • CIBC Private Wealth Group first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's ClearBridge Large Cap Growth Select ETF position peaked at $296K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.