Northwestern Mutual Wealth Management
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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
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

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Northwestern Mutual Wealth Management's PVAL Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 21% in Q2 2026, buying an estimated $56.2M and bringing the position to 6,620,755 shares worth $337M. The position accounts for 0.18% of the portfolio, ranked #72.

Northwestern Mutual Wealth Management first reported a position in PVAL in Q2 2024 and has held it in 9 quarters since. 382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Northwestern Mutual Wealth Management held 6,620,755 shares of Putnam Focused Large Cap Value ETF worth $337M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 1,129,761 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $56.2M.
  • Putnam Focused Large Cap Value ETF made up 0.18% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Northwestern Mutual Wealth Management first reported a position in Putnam Focused Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.