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Abound Wealth Management’s CPI Card Group PMTS Stock Holding History

Abound Wealth Management’s Portfolio PMTS Stock Details PMTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11
Closed -$167 – 1479
2025
Q3 		$167 Hold
11
– – ﹤0.01% 1182
2025
Q2 		$261 Hold
11
– – ﹤0.01% 958
2025
Q1 		$321 Hold
11
– – ﹤0.01% 863
2024
Q4 		$329 Hold
11
– – ﹤0.01% 871
2024
Q3 		$307 Buy
+11
New +$302 ﹤0.01% 977

Other funds holding PMTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Monimus Capital Management Woodbridge, New Jersey $361M AUM 21.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KA
Kerrisdale Advisers Miami, Florida $263M AUM 40.01% 1-Year Est. Return

Abound Wealth Management's PMTS Position: Q4 2025 in Review

Abound Wealth Management sold out of CPI Card Group (PMTS) in Q4 2025, closing a stake of 11 shares — an estimated $167 sold.

Abound Wealth Management first reported a position in PMTS in Q3 2024 and held it in 5 quarters. The position peaked at $329 in Q4 2024. 76 funds tracked by Wall St. Rank hold PMTS as of Q4 2025.

  • Abound Wealth Management reported no remaining CPI Card Group position as of Q4 2025 after selling out during the quarter.
  • Abound Wealth Management sold 11 CPI Card Group shares in Q4 2025, an estimated $167.
  • Abound Wealth Management first reported a position in CPI Card Group in Q3 2024 and held it in 5 quarters.
  • Abound Wealth Management's CPI Card Group position peaked at $329 in Q4 2024.
  • 76 funds tracked by Wall St. Rank held CPI Card Group as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.