Richards, Merrill & Peterson
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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
Q3 		$2.05M Buy
38,990
+14,330
+58% +$764K 0.63% 37
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Opal Wealth Advisors
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
OBWA
Oak Barrel Wealth Advisory Reston, Virginia $232M AUM

Richards, Merrill & Peterson's PVAL Position: Q3 2026 in Review

Richards, Merrill & Peterson increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 58% in Q3 2026, buying an estimated $764K and bringing the position to 38,990 shares worth $2.05M. The position accounts for 0.63% of the portfolio, ranked #37.

Richards, Merrill & Peterson first reported a position in PVAL in Q4 2025 and has held it in 4 quarters since. 244 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • Richards, Merrill & Peterson held 38,990 shares of Putnam Focused Large Cap Value ETF worth $2.05M as of Q3 2026.
  • Richards, Merrill & Peterson bought 14,330 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $764K.
  • Putnam Focused Large Cap Value ETF made up 0.63% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #37 holding.
  • Richards, Merrill & Peterson first reported a position in Putnam Focused Large Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 244 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.