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Runnymede Capital Advisors’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Runnymede Capital Advisors’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 		$895K Sell
17,564
-2,850
-14% -$142K 0.53% 29
2026
Q1 		$947K Buy
+20,414
New +$964K 0.81% 24

Other funds holding PVAL

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
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
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return

Runnymede Capital Advisors's PVAL Position: Q2 2026 in Review

Runnymede Capital Advisors reduced its Putnam Focused Large Cap Value ETF (PVAL) stake by 14% in Q2 2026, selling an estimated $142K and leaving 17,564 shares worth $895K. The position accounts for 0.53% of the portfolio, ranked #29.

Runnymede Capital Advisors first reported a position in PVAL in Q1 2026 and has held it in 2 quarters since. The position peaked at $947K in Q1 2026. 90 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Runnymede Capital Advisors held 17,564 shares of Putnam Focused Large Cap Value ETF worth $895K as of Q2 2026.
  • Runnymede Capital Advisors sold 2,850 Putnam Focused Large Cap Value ETF shares in Q2 2026, an estimated $142K.
  • Putnam Focused Large Cap Value ETF made up 0.53% of Runnymede Capital Advisors's portfolio in Q2 2026, its #29 holding.
  • Runnymede Capital Advisors first reported a position in Putnam Focused Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Runnymede Capital Advisors's Putnam Focused Large Cap Value ETF position peaked at $947K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Runnymede Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.