Steward Partners Investment Advisory
TLG icon

Steward Partners Investment Advisory’s Touchstone Large Company Growth ETF TLG Stock Holding History

Steward Partners Investment Advisory’s Portfolio TLG Stock Details TLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8K Hold
409
– – ﹤0.01% 3699
2026
Q1 		$9.55K Buy
+409
New +$9.71K ﹤0.01% 3584

Other funds holding TLG

SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Steward Partners Investment Advisory held its Touchstone Large Company Growth ETF (TLG) position steady in Q2 2026 at 409 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3699.

Steward Partners Investment Advisory first reported a position in TLG in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold TLG as of Q2 2026.

  • Steward Partners Investment Advisory held 409 shares of Touchstone Large Company Growth ETF worth $10.8K as of Q2 2026.
  • Steward Partners Investment Advisory left its Touchstone Large Company Growth ETF share count unchanged in Q2 2026.
  • Touchstone Large Company Growth ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3699 holding.
  • Steward Partners Investment Advisory first reported a position in Touchstone Large Company Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Touchstone Large Company Growth ETF as of Q2 2026.

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