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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Farther Finance Advisors's PVAL Position: Q2 2026 in Review

Farther Finance Advisors increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 118% in Q2 2026, buying an estimated $702K and bringing the position to 26,123 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #932.

Farther Finance Advisors first reported a position in PVAL in Q4 2023 and has held it in 8 quarters since. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

Farther Finance Advisors held 26,123 shares of Putnam Focused Large Cap Value ETF worth $1.33M as of Q2 2026.
Farther Finance Advisors bought 14,115 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $702K.
Putnam Focused Large Cap Value ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #932 holding.
Farther Finance Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q4 2023 and has held it in 8 quarters since.
382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.