Foundation Moves Portfolio Assets Into Putnam Fund

The Foundation discussed moving portfolio assets into Putnam LC Value Fund as part of a repositioning that generated $4.369 million in realized gains.

Document date · September 23, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Historical portfolio repositioning discussed June 24, 2026

Document type

Agenda

Source document

Pasco-Hernando State College Foundation Agenda September 23, 2026 Foundation Executive Board Meeting

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Pasco-Hernando State College?

Putnam Lc Value Fund was awarded this financial services contract by Pasco-Hernando State College, as recorded on September 23, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in Pasco-Hernando State College Foundation Agenda September 23, 2026 Foundation Executive Board Meeting (Agenda), dated September 23, 2026 from Pasco-Hernando State College. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Putnam Lc Value Fund hold?

Putnam Lc Value Fund may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Putnam Lc Value Fund's profile

What is Pasco-Hernando State College currently buying?

Explore Pasco-Hernando State College's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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