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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jim Simons's PVAL Position: Q1 2026 in Review

Jim Simons opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q1 2026: 29,100 shares worth $1.35M. The stake represents ﹤0.01% of the portfolio and ranks #2119 among its holdings. This is a return to the name: Jim Simons previously reported a position in PVAL as recently as Q3 2025.

Jim Simons first reported a position in PVAL in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.2M in Q3 2025. 315 funds tracked by Wall St. Rank hold PVAL as of Q1 2026.

  • Jim Simons held 29,100 shares of Putnam Focused Large Cap Value ETF worth $1.35M as of Q1 2026.
  • Putnam Focused Large Cap Value ETF was a new Jim Simons position in Q1 2026.
  • Putnam Focused Large Cap Value ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2119 holding.
  • Jim Simons first reported a position in Putnam Focused Large Cap Value ETF in Q2 2025 and has held it in 3 quarters since.
  • Jim Simons's Putnam Focused Large Cap Value ETF position peaked at $2.2M in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.