D.J. St. Germain’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

D.J. St. Germain’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	$27.4K	Hold	320	–	–	﹤0.01%	546
2026 Q1	$24.1K	Hold	320	–	–	﹤0.01%	550
2025 Q4	$26.3K	Hold	320	–	–	﹤0.01%	546
2025 Q3	$26.7K	Hold	320	–	–	﹤0.01%	543
2025 Q2	$25.4K	Buy	+320	New	+$23.3K	﹤0.01%	548

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

D.J. St. Germain's LRGE Position: Q2 2026 in Review

D.J. St. Germain held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q2 2026 at 320 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

D.J. St. Germain first reported a position in LRGE in Q2 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

D.J. St. Germain held 320 shares of ClearBridge Large Cap Growth Select ETF worth $27.4K as of Q2 2026.
D.J. St. Germain left its ClearBridge Large Cap Growth Select ETF share count unchanged in Q2 2026.
ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #546 holding.
D.J. St. Germain first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2025 and has held it in 5 quarters since.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.