Focus Financial Network
PVAL icon

Focus Financial Network’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Focus Financial Network’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 		$1.58M Buy
30,019
+4,043
+16% +$215K 0.05% 262
2026
Q2 		$1.32M Sell
25,976
-10,204
-28% -$507K 0.04% 302
2026
Q1 		$1.68M Buy
+36,180
New +$1.71M 0.06% 241

Other funds holding PVAL

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 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

Focus Financial Network's PVAL Position: Q3 2026 in Review

Focus Financial Network increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 16% in Q3 2026, buying an estimated $215K and bringing the position to 30,019 shares worth $1.58M. The position accounts for 0.05% of the portfolio, ranked #262.

Focus Financial Network first reported a position in PVAL in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.68M in Q1 2026. 42 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • Focus Financial Network held 30,019 shares of Putnam Focused Large Cap Value ETF worth $1.58M as of Q3 2026.
  • Focus Financial Network bought 4,043 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $215K.
  • Putnam Focused Large Cap Value ETF made up 0.05% of Focus Financial Network's portfolio in Q3 2026, its #262 holding.
  • Focus Financial Network first reported a position in Putnam Focused Large Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • Focus Financial Network's Putnam Focused Large Cap Value ETF position peaked at $1.68M in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.