Jim Simons
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Jim Simons’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Jim Simons’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 		$1.86M Buy
36,500
+7,400
+25% +$368K ﹤0.01% 1995
2026
Q1 		$1.35M Buy
+29,100
New +$1.37M ﹤0.01% 2119
2025
Q4 		– Sell
-51,540
Closed -$2.2M – 3661
2025
Q3 		$2.2M Buy
51,540
+28,040
+119% +$1.16M ﹤0.01% 2007
2025
Q2 		$945K Buy
+23,500
New +$886K ﹤0.01% 2548

Other funds holding PVAL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Glenmede Trust
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jim Simons's PVAL Position: Q2 2026 in Review

Jim Simons increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 25% in Q2 2026, buying an estimated $368K and bringing the position to 36,500 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

Jim Simons first reported a position in PVAL in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.2M in Q3 2025. 381 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Jim Simons held 36,500 shares of Putnam Focused Large Cap Value ETF worth $1.86M as of Q2 2026.
  • Jim Simons bought 7,400 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $368K.
  • Putnam Focused Large Cap Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1995 holding.
  • Jim Simons first reported a position in Putnam Focused Large Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Jim Simons's Putnam Focused Large Cap Value ETF position peaked at $2.2M in Q3 2025.
  • 381 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.