Manchester Financial
PVAL icon

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

Manchester Financial’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 		$963K Buy
18,309
+5,231
+40% +$279K 0.17% 53
2026
Q2 		$666K Buy
13,078
+1,278
+11% +$63.5K 0.12% 67
2026
Q1 		$548K Buy
11,800
+1,321
+13% +$62.4K 0.11% 77
2025
Q4 		$478K Buy
+10,479
New +$460K 0.09% 88

Other funds holding PVAL

Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Baker Tilly Wealth Management
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
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Manchester Financial's PVAL Position: Q3 2026 in Review

Manchester Financial increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 40% in Q3 2026, buying an estimated $279K and bringing the position to 18,309 shares worth $963K. The position accounts for 0.17% of the portfolio, ranked #53.

Manchester Financial first reported a position in PVAL in Q4 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • Manchester Financial held 18,309 shares of Putnam Focused Large Cap Value ETF worth $963K as of Q3 2026.
  • Manchester Financial bought 5,231 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $279K.
  • Putnam Focused Large Cap Value ETF made up 0.17% of Manchester Financial's portfolio in Q3 2026, its #53 holding.
  • Manchester Financial first reported a position in Putnam Focused Large Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Manchester Financial's 13F filing for Q3 2026, filed 15 Oct 2026.