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Richards, Merrill & Peterson’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Richards, Merrill & Peterson’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 		$1.26M Buy
24,660
+13,400
+119% +$666K 0.4% 62
2026
Q1 		$522K Buy
11,260
+4,185
+59% +$198K 0.19% 115
2025
Q4 		$322K Buy
+7,075
New +$311K 0.12% 142

Other funds holding PVAL

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

Richards, Merrill & Peterson's PVAL Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 119% in Q2 2026, buying an estimated $666K and bringing the position to 24,660 shares worth $1.26M. The position accounts for 0.4% of the portfolio, ranked #62.

Richards, Merrill & Peterson first reported a position in PVAL in Q4 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Richards, Merrill & Peterson held 24,660 shares of Putnam Focused Large Cap Value ETF worth $1.26M as of Q2 2026.
  • Richards, Merrill & Peterson bought 13,400 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $666K.
  • Putnam Focused Large Cap Value ETF made up 0.4% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #62 holding.
  • Richards, Merrill & Peterson first reported a position in Putnam Focused Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.