OCM
LRGE icon

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

One Capital 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
2025
Q3 		– Sell
-2,924
Closed -$232K – 500
2025
Q2 		$232K Hold
2,924
– – 0.01% 436
2025
Q1 		$204K Hold
2,924
– – 0.01% 393
2024
Q4 		$220K Hold
2,924
– – 0.01% 346
2024
Q3 		$214K Hold
2,924
– – 0.01% 360
2024
Q2 		$204K Buy
+2,924
New +$195K 0.01% 364

Other funds holding LRGE

OWA
Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

One Capital Management's LRGE Position: Q3 2025 in Review

One Capital Management sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q3 2025, closing a stake of 2,924 shares — an estimated $232K sold.

One Capital Management first reported a position in LRGE in Q2 2024 and held it in 5 quarters. The position peaked at $232K in Q2 2025. 81 funds tracked by Wall St. Rank hold LRGE as of Q3 2025.

  • One Capital Management reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q3 2025 after selling out during the quarter.
  • One Capital Management sold 2,924 ClearBridge Large Cap Growth Select ETF shares in Q3 2025, an estimated $232K.
  • One Capital Management first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2024 and held it in 5 quarters.
  • One Capital Management's ClearBridge Large Cap Growth Select ETF position peaked at $232K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2025.

Based on One Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.