Rossby Financial’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Rossby Financial’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	$299K	Buy	3,949 +31	+0.8%	+$2.46K	0.06%	282
2025 Q4	$323K	Buy	3,918 +53	+1%	+$4.4K	0.1%	177
2025 Q3	$324K	Buy	3,865 +626	+19%	+$50.4K	0.11%	180
2025 Q2	$257K	Sell	3,239 -595	-16%	-$43.3K	0.09%	217
2025 Q1	$267K	Sell	3,834 -73	-2%	-$5.47K	0.11%	184
2024 Q4	$294K	Buy	+3,907	New	+$296K	0.18%	138

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

Rossby Financial's LRGE Position: Q1 2026 in Review

Rossby Financial increased its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 0.79% in Q1 2026, buying an estimated $2.46K and bringing the position to 3,949 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #282.

Rossby Financial first reported a position in LRGE in Q4 2024 and has held it in 6 quarters since. The position peaked at $324K in Q3 2025. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

Rossby Financial held 3,949 shares of ClearBridge Large Cap Growth Select ETF worth $299K as of Q1 2026.
Rossby Financial bought 31 ClearBridge Large Cap Growth Select ETF shares in Q1 2026, an estimated $2.46K.
ClearBridge Large Cap Growth Select ETF made up 0.06% of Rossby Financial's portfolio in Q1 2026, its #282 holding.
Rossby Financial first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2024 and has held it in 6 quarters since.
Rossby Financial's ClearBridge Large Cap Growth Select ETF position peaked at $324K in Q3 2025.
82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.