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Baron Wealth Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Baron Wealth Management’s Portfolio PVAL Stock Details PVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$266K Hold
5,212
– – 0.07% 222
2026
Q1 		$242K Buy
+5,212
New +$246K 0.07% 223

Other funds holding PVAL

CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Baron Wealth Management's PVAL Position: Q2 2026 in Review

Baron Wealth Management held its Putnam Focused Large Cap Value ETF (PVAL) position steady in Q2 2026 at 5,212 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #222.

Baron Wealth Management first reported a position in PVAL in Q1 2026 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Baron Wealth Management held 5,212 shares of Putnam Focused Large Cap Value ETF worth $266K as of Q2 2026.
  • Baron Wealth Management left its Putnam Focused Large Cap Value ETF share count unchanged in Q2 2026.
  • Putnam Focused Large Cap Value ETF made up 0.07% of Baron Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Baron Wealth Management first reported a position in Putnam Focused Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.