Stephens Inc’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Stephens Inc’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	$591K	Buy	7,856 +133	+2%	+$10.6K	0.01%	804
2025 Q4	$636K	Sell	7,723 -1,583	-17%	-$131K	0.01%	765
2025 Q3	$776K	Hold	9,306	–	–	0.01%	713
2025 Q2	$738K	Buy	9,306 +400	+4%	+$29.1K	0.01%	714
2025 Q1	$621K	Hold	8,906	–	–	0.01%	741
2024 Q4	$670K	Hold	8,906	–	–	0.01%	724
2024 Q3	$650K	Hold	8,906	–	–	0.01%	736
2024 Q2	$622K	Buy	+8,906	New	+$595K	0.01%	707

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

Stephens Inc's LRGE Position: Q1 2026 in Review

Stephens Inc increased its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 1.7% in Q1 2026, buying an estimated $10.6K and bringing the position to 7,856 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #804.

Stephens Inc first reported a position in LRGE in Q2 2024 and has held it in 8 quarters since. The position peaked at $776K in Q3 2025. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

Stephens Inc held 7,856 shares of ClearBridge Large Cap Growth Select ETF worth $591K as of Q1 2026.
Stephens Inc bought 133 ClearBridge Large Cap Growth Select ETF shares in Q1 2026, an estimated $10.6K.
ClearBridge Large Cap Growth Select ETF made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #804 holding.
Stephens Inc first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2024 and has held it in 8 quarters since.
Stephens Inc's ClearBridge Large Cap Growth Select ETF position peaked at $776K in Q3 2025.
82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.