§ EQUITY
USDPVAL
PUTNAM FOCUSED LRG CAP VALUE
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of America Corp | 25.0M | 0.1% | +48% |
| Morgan Stanley IM | 14.1M | 0.0% | −26% |
| Cetera Investment Advisers | 8.3M | 0.4% | +22% |
| Cullen/Frost Bankers, Inc. | 7.7M | 4.1% | +13% |
| GLENMEDE TRUST CO NA | 7.1M | 0.8% | +123% |
| GLENMEDE TRUST CO NA | 7.1M | 0.8% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for PVAL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER56.2% · 279 holders
DEALER / BANK40.1% · 24 holders
INCOME / DEFENSIVE3.6% · 5 holders
SYSTEMATIC / QUANT0.0% · 2 holders
QUALITY / COMPOUNDER0.0% · 3 holders
TACTICAL / MACRO0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for PVAL in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention PVAL yet.