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

Evermay 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	$6.11K	Buy	+120	New	+$5.96K	﹤0.01%	548

Other funds holding PVAL

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

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

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

Evermay Wealth Management opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026: 120 shares worth $6.11K. The stake represents ﹤0.01% of the portfolio and ranks #548 among its holdings.

125 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

Evermay Wealth Management held 120 shares of Putnam Focused Large Cap Value ETF worth $6.11K as of Q2 2026.
Putnam Focused Large Cap Value ETF was a new Evermay Wealth Management position in Q2 2026.
Putnam Focused Large Cap Value ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #548 holding.
125 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.