Putnam Large Cap Value-YPEIYX

13F holders, Q2 2026 (June 30)
2holders +1
1new positions
0sold out
$42.98avg. 13F price*

At the end of Q2 2026, 2 institutions reported holding Putnam Large Cap Value-Y (PEIYX) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($23K) and Vermillion Wealth Management, Inc. ($13K).

Company
Putnam Large Cap Value-Y
CUSIP
746745405
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q1 2025: 1Q1 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$13K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 297 shares bought and 5,246 shares sold, net −4,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Coston, McIsaac & Partners 0.00% Reduce -90.7% 537 $23K
Vermillion Wealth Management, Inc. 0.00% New 297 $13K

"% of holder's portfolio" is PEIYX's weight in each manager's 13F, not the share of Putnam Large Cap Value-Y the manager owns.