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Laird Norton Wetherby Wealth Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Laird Norton Wetherby Wealth Management’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
Q3 		$242K Buy
+5,654
New +$234K 0.01% 819

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
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's PVAL Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q3 2025: 5,654 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #819 among its holdings.

200 funds tracked by Wall St. Rank hold PVAL as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 5,654 shares of Putnam Focused Large Cap Value ETF worth $242K as of Q3 2025.
  • Putnam Focused Large Cap Value ETF was a new Laird Norton Wetherby Wealth Management position in Q3 2025.
  • Putnam Focused Large Cap Value ETF made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #819 holding.
  • 200 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.