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Northwest Financial Advisors’s AB US Large Cap Strategic Equities ETF LRGC Stock Holding History

Northwest Financial Advisors’s Portfolio LRGC Stock Details LRGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.6M Buy
+652,810
New +$53.1M 7.26% 5

Other funds holding LRGC

WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

Northwest Financial Advisors's LRGC Position: Q2 2026 in Review

Northwest Financial Advisors opened a new position in AB US Large Cap Strategic Equities ETF (LRGC) in Q2 2026: 652,810 shares worth $54.6M. The stake represents 7.26% of the portfolio and ranks #5 among its holdings.

9 funds tracked by Wall St. Rank hold LRGC as of Q2 2026.

  • Northwest Financial Advisors held 652,810 shares of AB US Large Cap Strategic Equities ETF worth $54.6M as of Q2 2026.
  • AB US Large Cap Strategic Equities ETF was a new Northwest Financial Advisors position in Q2 2026.
  • AB US Large Cap Strategic Equities ETF made up 7.26% of Northwest Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • 9 funds tracked by Wall St. Rank held AB US Large Cap Strategic Equities ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.