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Bell Investment Advisors’s CPI Card Group PMTS Stock Holding History

Bell Investment Advisors’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
2026
Q2 		$2.99K Hold
144
– – ﹤0.01% 1194
2026
Q1 		$2.09K Buy
+144
New +$1.95K ﹤0.01% 1322

Other funds holding PMTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bell Investment Advisors's PMTS Position: Q2 2026 in Review

Bell Investment Advisors held its CPI Card Group (PMTS) position steady in Q2 2026 at 144 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Bell Investment Advisors first reported a position in PMTS in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold PMTS as of Q2 2026.

  • Bell Investment Advisors held 144 shares of CPI Card Group worth $2.99K as of Q2 2026.
  • Bell Investment Advisors left its CPI Card Group share count unchanged in Q2 2026.
  • CPI Card Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1194 holding.
  • Bell Investment Advisors first reported a position in CPI Card Group in Q1 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held CPI Card Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.