Family Management’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Family Management’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	$981K	Hold	11,453	–	–	0.1%	128
2026 Q1	$861K	Buy	11,453 +4,439	+63%	+$353K	0.1%	114
2025 Q4	$578K	Buy	7,014 +600	+9%	+$49.8K	0.07%	127
2025 Q3	$535K	Hold	6,414	–	–	0.07%	125
2025 Q2	$509K	Hold	6,414	–	–	0.08%	125
2025 Q1	$448K	Hold	6,414	–	–	0.07%	121
2024 Q4	$483K	Hold	6,414	–	–	0.08%	117
2024 Q3	$468K	Hold	6,414	–	–	0.08%	118
2024 Q2	$448K	Hold	6,414	–	–	0.08%	107
2024 Q1	$430K	Hold	6,414	–	–	0.08%	107
2023 Q4	$383K	Hold	6,414	–	–	0.08%	100
2023 Q3	$333K	Hold	6,414	–	–	0.08%	98
2023 Q2	$348K	Hold	6,414	–	–	0.08%	98
2023 Q1	$306K	Hold	6,414	–	–	0.07%	94
2022 Q4	$262K	Buy	+6,414	New	+$269K	0.06%	120

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 29.2% 1-Year Est. Return

Family Management's LRGE Position: Q2 2026 in Review

Family Management held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q2 2026 at 11,453 shares worth $981K. The position accounts for 0.1% of the portfolio, ranked #128.

Family Management first reported a position in LRGE in Q4 2022 and has held it in 15 quarters since. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

Family Management held 11,453 shares of ClearBridge Large Cap Growth Select ETF worth $981K as of Q2 2026.
Family Management left its ClearBridge Large Cap Growth Select ETF share count unchanged in Q2 2026.
ClearBridge Large Cap Growth Select ETF made up 0.1% of Family Management's portfolio in Q2 2026, its #128 holding.
Family Management first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2022 and has held it in 15 quarters since.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.