PUTNAM LARGE CAP VALUE A

PEYAX

Institutions

Combined AUM (Q2 2026)

$1.2M

Combined Shares (Q2 2026)

28,618

Overall Trend

Increase

All institutions combined

📥 Inflow (Q1 2026→Q2 2026)

+11

2 · 0 New Buys · ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-0

0 · 0 Exit · ≈ —

⚖️ Net

+11

—

Net Buy

💰 Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$1.2M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Williams Jones Wealth Management, LLC.	0.01%	0.01%	#1	$997,703	23,079	$912,542	23,079	00.00%	Unchanged
Oakworth Capital, Inc.	0.01%	0.01%	#2	$206,791	4,774	$188,410	4,765	+9+0.19%	Add
Coston, McIsaac & Partners	0.01%	0.01%	#3	$33,071	765	$30,000	763	+2+0.26%	Add

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow