Farther Finance Advisors’s CPI Card Group PMTS Stock Holding History

Farther Finance 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	$104	Buy	5 +2	+67%	+$35	﹤0.01%	5789
2026 Q1	$45	Sell	3 -9	-75%	-$122	﹤0.01%	5584
2025 Q4	$176	Buy	+12	New	+$181	﹤0.01%	5229

Other funds holding PMTS

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors's PMTS Position: Q2 2026 in Review

Farther Finance Advisors increased its CPI Card Group (PMTS) stake by 67% in Q2 2026, buying an estimated $35 and bringing the position to 5 shares worth $104. The position accounts for ﹤0.01% of the portfolio, ranked #5789.

Farther Finance Advisors first reported a position in PMTS in Q4 2025 and has held it in 3 quarters since. The position peaked at $176 in Q4 2025. 4 funds tracked by Wall St. Rank hold PMTS as of Q2 2026.

Farther Finance Advisors held 5 shares of CPI Card Group worth $104 as of Q2 2026.
Farther Finance Advisors bought 2 CPI Card Group shares in Q2 2026, an estimated $35.
CPI Card Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5789 holding.
Farther Finance Advisors first reported a position in CPI Card Group in Q4 2025 and has held it in 3 quarters since.
Farther Finance Advisors's CPI Card Group position peaked at $176 in Q4 2025.
4 funds tracked by Wall St. Rank held CPI Card Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.