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Tidemark’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Tidemark’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 		$156K Buy
+3,054
New +$152K 0.04% 180

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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

Tidemark's PVAL Position: Q2 2026 in Review

Tidemark opened a new position in Putnam Focused Large Cap Value ETF (PVAL) in Q2 2026: 3,054 shares worth $156K. The stake represents 0.04% of the portfolio and ranks #180 among its holdings.

382 funds tracked by Wall St. Rank hold PVAL as of Q2 2026.

  • Tidemark held 3,054 shares of Putnam Focused Large Cap Value ETF worth $156K as of Q2 2026.
  • Putnam Focused Large Cap Value ETF was a new Tidemark position in Q2 2026.
  • Putnam Focused Large Cap Value ETF made up 0.04% of Tidemark's portfolio in Q2 2026, its #180 holding.
  • 382 funds tracked by Wall St. Rank held Putnam Focused Large Cap Value ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.