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 Q2	$621K	Buy	7,251 +1,818	+33%	+$152K	﹤0.01%	1976
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 $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 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Rockefeller Capital Management's LRGE Position: Q2 2026 in Review

Rockefeller Capital Management increased its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 33% in Q2 2026, buying an estimated $152K and bringing the position to 7,251 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

Rockefeller Capital Management first reported a position in LRGE in Q1 2021 and has held it in 12 quarters since. 78 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

Rockefeller Capital Management held 7,251 shares of ClearBridge Large Cap Growth Select ETF worth $621K as of Q2 2026.
Rockefeller Capital Management bought 1,818 ClearBridge Large Cap Growth Select ETF shares in Q2 2026, an estimated $152K.
ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1976 holding.
Rockefeller Capital Management first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2021 and has held it in 12 quarters since.
78 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.