Third View Private Wealth
PVAL icon

Third View Private Wealth’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Third View Private Wealth’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 		$646K Buy
12,278
+116
+1% +$6.18K 0.08% 148
2026
Q2 		$620K Buy
12,162
+1,848
+18% +$91.9K 0.08% 164
2026
Q1 		$479K Buy
+10,314
New +$487K 0.07% 170

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

Third View Private Wealth's PVAL Position: Q3 2026 in Review

Third View Private Wealth increased its Putnam Focused Large Cap Value ETF (PVAL) stake by 0.95% in Q3 2026, buying an estimated $6.18K and bringing the position to 12,278 shares worth $646K. The position accounts for 0.08% of the portfolio, ranked #148.

Third View Private Wealth first reported a position in PVAL in Q1 2026 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold PVAL as of Q3 2026.

  • Third View Private Wealth held 12,278 shares of Putnam Focused Large Cap Value ETF worth $646K as of Q3 2026.
  • Third View Private Wealth bought 116 Putnam Focused Large Cap Value ETF shares in Q3 2026, an estimated $6.18K.
  • Putnam Focused Large Cap Value ETF made up 0.08% of Third View Private Wealth's portfolio in Q3 2026, its #148 holding.
  • Third View Private Wealth first reported a position in Putnam Focused Large Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.