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

Kestra Investment 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	$337K	Hold	3,932	–	–	0.01%	397
2026 Q1	$296K	Hold	3,932	–	–	0.01%	365
2025 Q4	$324K	Sell	3,932 -2,595	-40%	-$215K	0.01%	352
2025 Q3	$544K	Hold	6,527	–	–	0.01%	264
2025 Q2	$518K	Sell	6,527 -1,358	-17%	-$98.8K	0.02%	278
2025 Q1	$550K	Hold	7,885	–	–	0.02%	254
2024 Q4	$593K	Hold	7,885	–	–	0.02%	204
2024 Q3	$576K	Buy	+7,885	New	+$555K	0.02%	193

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

Kestra Investment Management's LRGE Position: Q2 2026 in Review

Kestra Investment Management held its ClearBridge Large Cap Growth Select ETF (LRGE) position steady in Q2 2026 at 3,932 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #397.

Kestra Investment Management first reported a position in LRGE in Q3 2024 and has held it in 8 quarters since. The position peaked at $593K in Q4 2024. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

Kestra Investment Management held 3,932 shares of ClearBridge Large Cap Growth Select ETF worth $337K as of Q2 2026.
Kestra Investment Management 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 Kestra Investment Management's portfolio in Q2 2026, its #397 holding.
Kestra Investment Management first reported a position in ClearBridge Large Cap Growth Select ETF in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's ClearBridge Large Cap Growth Select ETF position peaked at $593K in Q4 2024.
79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.