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

Stifel 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	$16M	Buy	213,321 +933	+0.4%	+$74.1K	0.01%	729
2025 Q4	$17.5M	Buy	212,388 +3,801	+2%	+$316K	0.02%	688
2025 Q3	$17.4M	Buy	208,587 +6,381	+3%	+$513K	0.02%	683
2025 Q2	$16M	Buy	202,206 +18,580	+10%	+$1.35M	0.02%	681
2025 Q1	$12.8M	Buy	183,626 +1,352	+0.7%	+$101K	0.01%	746
2024 Q4	$13.7M	Buy	182,274 +3,577	+2%	+$271K	0.01%	726
2024 Q3	$13M	Buy	178,697 +5,698	+3%	+$401K	0.01%	765
2024 Q2	$12.1M	Buy	172,999 +96,254	+125%	+$6.43M	0.01%	740
2024 Q1	$5.15M	Buy	76,745 +2,457	+3%	+$158K	0.01%	1122
2023 Q4	$4.43M	Buy	74,288 +6,400	+9%	+$354K	0.01%	1171
2023 Q3	$3.52M	Sell	67,888 -101	-0.1%	-$5.46K	﹤0.01%	1233
2023 Q2	$3.69M	Buy	67,989 +3,440	+5%	+$171K	0.01%	1228
2023 Q1	$3.08M	Buy	64,549 +488	+0.8%	+$21.8K	﹤0.01%	1308
2022 Q4	$2.61M	Buy	64,061 +3,920	+7%	+$164K	﹤0.01%	1324
2022 Q3	$2.38M	Buy	60,141 +12,410	+26%	+$552K	﹤0.01%	1344
2022 Q2	$1.99M	Buy	47,731 +13,279	+39%	+$608K	﹤0.01%	1496
2022 Q1	$1.85M	Buy	34,452 +670	+2%	+$35.8K	﹤0.01%	1670
2021 Q4	$2.05M	Buy	33,782 +3,548	+12%	+$214K	﹤0.01%	1595
2021 Q3	$1.71M	Buy	30,234 +2,543	+9%	+$146K	﹤0.01%	1688
2021 Q2	$1.55M	Buy	27,691 +3,142	+13%	+$168K	﹤0.01%	1789
2021 Q1	$1.24M	Buy	24,549 +3,737	+18%	+$187K	﹤0.01%	1858
2020 Q4	$1.04M	Buy	20,812 +4,233	+26%	+$203K	﹤0.01%	1815
2020 Q3	$760K	Buy	16,579 +948	+6%	+$42.1K	﹤0.01%	1821
2020 Q2	$638K	Buy	+15,631	New	+$587K	﹤0.01%	1864

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stifel Financial's LRGE Position: Q1 2026 in Review

Stifel Financial increased its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 0.44% in Q1 2026, buying an estimated $74.1K and bringing the position to 213,321 shares worth $16M. The position accounts for 0.01% of the portfolio, ranked #729.

Stifel Financial first reported a position in LRGE in Q2 2020 and has held it in 24 quarters since. The position peaked at $17.5M in Q4 2025. 82 funds tracked by Wall St. Rank hold LRGE as of Q1 2026.

Stifel Financial held 213,321 shares of ClearBridge Large Cap Growth Select ETF worth $16M as of Q1 2026.
Stifel Financial bought 933 ClearBridge Large Cap Growth Select ETF shares in Q1 2026, an estimated $74.1K.
ClearBridge Large Cap Growth Select ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #729 holding.
Stifel Financial first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2020 and has held it in 24 quarters since.
Stifel Financial's ClearBridge Large Cap Growth Select ETF position peaked at $17.5M in Q4 2025.
82 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.