Financial Perspectives’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Financial Perspectives’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	$12.9K	Hold	171	–	–	﹤0.01%	507
2025 Q4	$14.1K	Buy	171 +88	+106%	+$7.3K	﹤0.01%	484
2025 Q3	$6.93K	Hold	83	–	–	﹤0.01%	554
2025 Q2	$6.59K	Hold	83	–	–	﹤0.01%	549
2025 Q1	$5.8K	Hold	83	–	–	﹤0.01%	556
2024 Q4	$6.26K	Hold	83	–	–	﹤0.01%	551
2024 Q3	$6.06K	Hold	83	–	–	﹤0.01%	510
2024 Q2	$5.79K	Hold	83	–	–	﹤0.01%	502
2024 Q1	$5.57K	Hold	83	–	–	﹤0.01%	500
2023 Q4	$4.95K	Hold	83	–	–	﹤0.01%	528
2023 Q3	$4.3K	Hold	83	–	–	﹤0.01%	526
2023 Q2	$4.51K	Hold	83	–	–	﹤0.01%	525
2023 Q1	$3.96K	Hold	83	–	–	﹤0.01%	529
2022 Q4	$3.39K	Hold	83	–	–	﹤0.01%	550
2022 Q3	$3.29K	Hold	83	–	–	﹤0.01%	549
2022 Q2	$3.46K	Hold	83	–	–	﹤0.01%	552
2022 Q1	$4.46K	Hold	83	–	–	﹤0.01%	551
2021 Q4	$5.04K	Buy	83 +63	+315%	+$3.8K	﹤0.01%	514
2021 Q3	$1.13K	Buy	+20	New	+$1.15K	﹤0.01%	615

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

Financial Perspectives's LRGE Position: Q1 2026 in Review

Financial Perspectives held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q1 2026 at 171 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

Financial Perspectives first reported a position in LRGE in Q3 2021 and has held it in 19 quarters since. The position peaked at $14.1K in Q4 2025. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

Financial Perspectives held 171 shares of ClearBridge Large Cap Growth Select ETF worth $12.9K as of Q1 2026.
Financial Perspectives left its ClearBridge Large Cap Growth Select ETF share count unchanged in Q1 2026.
ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q1 2026, its #507 holding.
Financial Perspectives first reported a position in ClearBridge Large Cap Growth Select ETF in Q3 2021 and has held it in 19 quarters since.
Financial Perspectives's ClearBridge Large Cap Growth Select ETF position peaked at $14.1K in Q4 2025.
82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.