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First United Bank & Trust’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

First United Bank & Trust’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 		$2.54M Buy
49,833
+24,038
+93% +$1.19M 0.73% 35
2026
Q1 		$1.2M Buy
+25,795
New +$1.22M 0.39% 60

Other funds holding PVAL

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
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
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First United Bank & Trust's PVAL Position: Q2 2026 in Review

First United Bank & Trust increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 93% in Q2 2026, buying an estimated $1.19M and bringing the position to 49,833 shares worth $2.54M. The position accounts for 0.73% of the portfolio, ranked #35.

First United Bank & Trust first reported a position in PVAL in Q1 2026 and has held it in 2 quarters since. 111 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • First United Bank & Trust held 49,833 shares of Putnam Focused Large Cap Value ETF worth $2.54M as of Q2 2026.
  • First United Bank & Trust bought 24,038 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $1.19M.
  • Putnam Focused Large Cap Value ETF made up 0.73% of First United Bank & Trust's portfolio in Q2 2026, its #35 holding.
  • First United Bank & Trust first reported a position in Putnam Focused Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 111 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.