Putnam Large Cap Value-APEYAX
13F holders, Q1 2026 (March 31)3holders
0new positions
0sold out
$39.53avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Putnam Large Cap Value-A (PEYAX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($913K), Oakworth Capital, Inc. ($188K) and Coston, McIsaac & Partners ($30K).
- Company
- Putnam Large Cap Value-A
- CUSIP
- 746745108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 382 shares sold, net −382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 23,079 | $913K |
| Oakworth Capital, Inc. | 0.01% | No change | 4,765 | $188K |
| Coston, McIsaac & Partners | 0.01% | Reduce -33.4% | 763 | $30K |
"% of holder's portfolio" is PEYAX's weight in each manager's 13F, not the share of Putnam Large Cap Value-A the manager owns.