JO
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John Overdeck’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

John Overdeck’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
2025
Q4 		– Sell
-53,900
Closed -$2.3M – 4349
2025
Q3 		$2.3M Sell
53,900
-411,500
-88% -$17M ﹤0.01% 2033
2025
Q2 		$18.7M Buy
+465,400
New +$17.5M 0.03% 582

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
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 $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

John Overdeck's PVAL Position: Q4 2025 in Review

John Overdeck sold out of Putnam Focused Large Cap Value ETF (PVAL) in Q4 2025, closing a stake of 53,900 shares — an estimated $2.3M sold.

John Overdeck first reported a position in PVAL in Q2 2025 and held it in 2 quarters. The position peaked at $18.7M in Q2 2025. 261 funds tracked by Wall St. Rank hold PVAL as of Q4 2025.

  • John Overdeck reported no remaining Putnam Focused Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • John Overdeck sold 53,900 Putnam Focused Large Cap Value ETF shares in Q4 2025, an estimated $2.3M.
  • John Overdeck first reported a position in Putnam Focused Large Cap Value ETF in Q2 2025 and held it in 2 quarters.
  • John Overdeck's Putnam Focused Large Cap Value ETF position peaked at $18.7M in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q4 2025.

Based on Two Sigma Investments's 13F filing for Q4 2025, filed 17 Feb 2026.