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 Q2	$44.2K	Sell	516 -1,015	-66%	-$84.8K	﹤0.01%	3016
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 $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

Steward Partners Investment Advisory's LRGE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 66% in Q2 2026, selling an estimated $84.8K and leaving 516 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3016.

Steward Partners Investment Advisory first reported a position in LRGE in Q2 2024 and has held it in 9 quarters since. The position peaked at $685K in Q3 2025. 78 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

Steward Partners Investment Advisory held 516 shares of ClearBridge Large Cap Growth Select ETF worth $44.2K as of Q2 2026.
Steward Partners Investment Advisory sold 1,015 ClearBridge Large Cap Growth Select ETF shares in Q2 2026, an estimated $84.8K.
ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3016 holding.
Steward Partners Investment Advisory first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2024 and has held it in 9 quarters since.
Steward Partners Investment Advisory's ClearBridge Large Cap Growth Select ETF position peaked at $685K in Q3 2025.
78 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.