Steward Partners Investment Advisory’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Steward Partners Investment Advisory’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	$115K	Sell	1,531 -6,626	-81%	-$527K	﹤0.01%	2298
2025 Q4	$672K	Sell	8,157 -67	-0.8%	-$5.56K	﹤0.01%	1264
2025 Q3	$685K	Buy	8,224 +2,071	+34%	+$167K	﹤0.01%	1227
2025 Q2	$488K	Buy	6,153 +5,024	+445%	+$365K	﹤0.01%	1315
2025 Q1	$78.8K	Sell	1,129 -59	-5%	-$4.42K	﹤0.01%	2151
2024 Q4	$89.4K	Buy	1,188 +76	+7%	+$5.75K	﹤0.01%	2037
2024 Q3	$81.2K	Buy	1,112 +85	+8%	+$5.98K	﹤0.01%	1985
2024 Q2	$71.7K	Buy	+1,027	New	+$68.6K	﹤0.01%	1932

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

Steward Partners Investment Advisory's LRGE Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 81% in Q1 2026, selling an estimated $527K and leaving 1,531 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #2298.

Steward Partners Investment Advisory first reported a position in LRGE in Q2 2024 and has held it in 8 quarters since. The position peaked at $685K in Q3 2025. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

Steward Partners Investment Advisory held 1,531 shares of ClearBridge Large Cap Growth Select ETF worth $115K as of Q1 2026.
Steward Partners Investment Advisory sold 6,626 ClearBridge Large Cap Growth Select ETF shares in Q1 2026, an estimated $527K.
ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2298 holding.
Steward Partners Investment Advisory first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2024 and has held it in 8 quarters since.
Steward Partners Investment Advisory's ClearBridge Large Cap Growth Select ETF position peaked at $685K in Q3 2025.
82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.