FFA
PVAL icon

Farther Finance Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Farther Finance Advisors’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
Q3 		$8.53M Buy
162,020
+135,897
+520% +$7.24M 0.06% 291
2026
Q2 		$1.33M Buy
26,123
+14,115
+118% +$702K 0.01% 932
2026
Q1 		$559K Buy
12,008
+3,472
+41% +$164K 0.01% 1321
2025
Q4 		$389K Buy
8,536
+817
+11% +$35.9K ﹤0.01% 1480
2025
Q3 		$330K Buy
7,719
+2,632
+52% +$109K 0.01% 1331
2025
Q2 		$205K Sell
5,087
-3,501
-41% -$132K ﹤0.01% 1375
2025
Q1 		$326K Buy
+8,588
New +$329K 0.01% 1001
2024
Q2 		– Sell
-758
Closed -$27.1K – 3901
2024
Q1 		$27.1K Buy
758
+232
+44% +$7.64K ﹤0.01% 1407
2023
Q4 		$16.6K Buy
+526
New +$15.6K ﹤0.01% 1387

Other funds holding PVAL

SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Farther Finance Advisors's PVAL Position: Q3 2026 in Review

Farther Finance Advisors increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 520% in Q3 2026, buying an estimated $7.24M and bringing the position to 162,020 shares worth $8.53M. The position accounts for 0.06% of the portfolio, ranked #291.

Farther Finance Advisors first reported a position in PVAL in Q4 2023 and has held it in 9 quarters since. 21 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • Farther Finance Advisors held 162,020 shares of Putnam Focused Large Cap Value ETF worth $8.53M as of Q3 2026.
  • Farther Finance Advisors bought 135,897 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $7.24M.
  • Putnam Focused Large Cap Value ETF made up 0.06% of Farther Finance Advisors's portfolio in Q3 2026, its #291 holding.
  • Farther Finance Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
  • 21 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.