Northwestern Mutual Wealth Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Northwestern Mutual 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
2026 Q3	$596M	Buy	11,328,379 +4,707,624	+71%	+$251M	0.31%	47
2026 Q2	$337M	Buy	6,620,755 +1,129,761	+21%	+$56.2M	0.18%	72
2026 Q1	$255M	Buy	5,490,994 +887,417	+19%	+$41.9M	0.16%	74
2025 Q4	$210M	Buy	4,603,577 +410,945	+10%	+$18M	0.13%	81
2025 Q3	$179M	Buy	4,192,632 +626,728	+18%	+$25.9M	0.12%	86
2025 Q2	$143M	Buy	3,565,904 +1,841,717	+107%	+$69.4M	0.1%	95
2025 Q1	$65.7M	Buy	1,724,187 +352,062	+26%	+$13.5M	0.05%	168
2024 Q4	$50.9M	Buy	1,372,125 +498,293	+57%	+$19.2M	0.04%	196
2024 Q3	$33.2M	Buy	873,832 +872,725	+78,837%	+$32.1M	0.03%	261
2024 Q2	$40.2K	Buy	+1,107	New	+$39.5K	﹤0.01%	2159

Other funds holding PVAL

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management's PVAL Position: Q3 2026 in Review

Northwestern Mutual Wealth Management increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 71% in Q3 2026, buying an estimated $251M and bringing the position to 11,328,379 shares worth $596M. The position accounts for 0.31% of the portfolio, ranked #47.

Northwestern Mutual Wealth Management first reported a position in PVAL in Q2 2024 and has held it in 10 quarters since. 370 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

Northwestern Mutual Wealth Management held 11,328,379 shares of Putnam Focused Large Cap Value ETF worth $596M as of Q3 2026.
Northwestern Mutual Wealth Management bought 4,707,624 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $251M.
Putnam Focused Large Cap Value ETF made up 0.31% of Northwestern Mutual Wealth Management's portfolio in Q3 2026, its #47 holding.
Northwestern Mutual Wealth Management first reported a position in Putnam Focused Large Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
370 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.