PUTNAM FOCUSED LRG CAP VALUE (PVAL) Institutional Ownership Changes & 13F Activity

PUTNAM FOCUSED LRG CAP VALUE (PVAL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Modern Wealth Management, Llc, Osaic Holdings, Inc., Wells Fargo & Company/Mn, and Jones Financial Companies Lllp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Allie Family Office LlcSell-17,200-100.0%0$0.00Q2 2026Sep 01, 2026
Corient Private Wealth LlcBuy+60,556+4.8%1,312,998$66.90MQ2 2026Aug 27, 2026
Atx Financial Planning, LlcBuy+20,710+24.2%106,318$5.42MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+178,233178,233$9.08MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+28,901+41.1%99,192$5.05MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+22,259+25.8%108,394$5.52MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+71,630+376.9%90,637$4.62MQ2 2026Aug 17, 2026
Integrated Investment Consultants, LlcBuy+29,12929,129$1.48MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+1,839+0.8%222,228$11.32MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+30+7.4%438$22.33KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+2,328,249+6.5%38,242,878$1.95BQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+1,504,320+65.3%3,809,127$194.08MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,268,498+312.6%1,674,245$85.30MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+761,550+28.3%3,450,127$175.78MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+632,372+61.0%1,669,830$85.08MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+292,413+585.9%342,320$17.44MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+167,097167,097$8.51MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+137,261+2743.0%142,265$7.25MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+107,738107,738$5.49MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+102,778+67.1%255,968$13.04MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+96,15596,155$4.90MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+88,562+23.6%463,584$23.62MQ2 2026Aug 14, 2026
Prostatis Group LlcSell-60,558-52.9%53,917$2.75MQ2 2026Aug 14, 2026
Excelsior Advisor Network LlcBuy+50,00250,002$2.55MQ2 2026Aug 14, 2026
Silvercrest Asset Management Group LlcBuy+46,315+87.3%99,386$5.06MQ2 2026Aug 14, 2026
Cozad Asset Management IncBuy+39,42239,422$2.01MQ2 2026Aug 14, 2026
Federation Des Caisses Desjardins Du QuebecBuy+28,212+721.5%32,122$1.64MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+24,089+23.7%125,942$6.42MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+22,245+63.2%57,445$2.93MQ2 2026Aug 14, 2026
Hancock Whitney CorpBuy+21,275+2.8%781,743$39.83MQ2 2026Aug 14, 2026
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Frequently asked questions about PVAL activity

  • Which institutional owners are buying PVAL?

    Institutional owners buying PVAL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PVAL activity?

    "Buy" means an investor increased their reported position in PVAL compared to the prior reporting period. This reflects growing exposure to PUTNAM FOCUSED LRG CAP VALUE (PVAL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PVAL increasing?

    Institutional interest in PVAL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.