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

Rockefeller 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
2026 Q1	$409K	Buy	5,433 +69	+1%	+$5.48K	﹤0.01%	2093
2025 Q4	$442K	Buy	5,364 +4,173	+350%	+$346K	﹤0.01%	1976
2025 Q3	$99.4K	Buy	+1,191	New	+$95.8K	﹤0.01%	2579
2023 Q1	–	Sell	-675	Closed	-$27K	–	3078
2022 Q4	$27K	Sell	675 -230	-25%	-$9.64K	﹤0.01%	2681
2022 Q3	$35K	Buy	905 +57	+7%	+$2.54K	﹤0.01%	2523
2022 Q2	$35K	Buy	848 +22	+3%	+$1.01K	﹤0.01%	2445
2022 Q1	$44K	Buy	826 +674	+443%	+$36K	﹤0.01%	2351
2021 Q4	$9K	Buy	152 +1	+0.7%	+$60	﹤0.01%	3028
2021 Q3	$8K	Hold	151	–	–	﹤0.01%	2997
2021 Q2	$8K	Hold	151	–	–	﹤0.01%	2876
2021 Q1	$7K	Buy	+151	New	+$7.55K	﹤0.01%	2762

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

Rockefeller Capital Management's LRGE Position: Q1 2026 in Review

Rockefeller Capital Management increased its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 1.3% in Q1 2026, buying an estimated $5.48K and bringing the position to 5,433 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Rockefeller Capital Management first reported a position in LRGE in Q1 2021 and has held it in 11 quarters since. The position peaked at $442K in Q4 2025. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

Rockefeller Capital Management held 5,433 shares of ClearBridge Large Cap Growth Select ETF worth $409K as of Q1 2026.
Rockefeller Capital Management bought 69 ClearBridge Large Cap Growth Select ETF shares in Q1 2026, an estimated $5.48K.
ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2093 holding.
Rockefeller Capital Management first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2021 and has held it in 11 quarters since.
Rockefeller Capital Management's ClearBridge Large Cap Growth Select ETF position peaked at $442K in Q4 2025.
82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.