PUTNAM LARGE CAP VALUE FUND - PEYAX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | History | No change | 23,079 | 905 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | Added to | 4,765 | 187 | 0.01% | 0.01% | 2 | +217 | 4.77% | Q4 2025 | Jan 30, 2026 |
| Coston, McIsaac & Partners | History | Added to | 1,145 | 44 | 0.01% | 0.01% | 3 | +52 | 4.76% | Q4 2025 | Feb 03, 2026 |