Stifel Financial
LRGE icon

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
Q2 		$17.3M Sell
202,085
-11,236
-5% -$939K 0.01% 744
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 $463M AUM 20.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Stifel Financial's LRGE Position: Q2 2026 in Review

Stifel Financial reduced its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 5.3% in Q2 2026, selling an estimated $939K and leaving 202,085 shares worth $17.3M. The position accounts for 0.01% of the portfolio, ranked #744.

Stifel Financial first reported a position in LRGE in Q2 2020 and has held it in 25 quarters since. The position peaked at $17.5M in Q4 2025. 79 funds tracked by Wall St. Rank hold LRGE as of Q2 2026.

  • Stifel Financial held 202,085 shares of ClearBridge Large Cap Growth Select ETF worth $17.3M as of Q2 2026.
  • Stifel Financial sold 11,236 ClearBridge Large Cap Growth Select ETF shares in Q2 2026, an estimated $939K.
  • ClearBridge Large Cap Growth Select ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #744 holding.
  • Stifel Financial first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2020 and has held it in 25 quarters since.
  • Stifel Financial's ClearBridge Large Cap Growth Select ETF position peaked at $17.5M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.