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IFP Advisors’s CPI Card Group PMTS Stock Holding History

IFP 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
Q1 		$60.4K Sell
4,162
-1,299
-24% -$17.6K ﹤0.01% 2143
2025
Q4 		$80.2K Sell
5,461
-503
-8% -$7.58K ﹤0.01% 1938
2025
Q3 		$90.3K Buy
5,964
+1,622
+37% +$28.8K ﹤0.01% 1746
2025
Q2 		$103K Buy
4,342
+1,494
+52% +$35.3K ﹤0.01% 1616
2025
Q1 		$83.2K Sell
2,848
-200
-7% -$5.95K ﹤0.01% 1631
2024
Q4 		$91.2K Buy
3,048
+1,498
+97% +$41.6K ﹤0.01% 1517
2024
Q3 		$43.1K Buy
+1,550
New +$42.6K ﹤0.01% 1800
2023
Q3 		– Sell
-70
Closed -$1.63K – 3491
2023
Q2 		$1.63K Hold
70
– – ﹤0.01% 2943
2023
Q1 		$198 Hold
70
– – ﹤0.01% 3275
2022
Q4 		$1K Buy
+70
New +$1.71K ﹤0.01% 4443
2017
Q4 		– Sell
-100
Closed -$1K – 4040
2017
Q3 		$1K Hold
100
– – ﹤0.01% 3937
2017
Q2 		$1K Hold
100
– – ﹤0.01% 3923
2017
Q1 		$2K Hold
100
– – ﹤0.01% 3678
2016
Q4 		$2K Hold
100
– – ﹤0.01% 3664
2016
Q3 		$3K Hold
100
– – ﹤0.01% 3473
2016
Q2 		$3K Buy
+100
New +$3.08K ﹤0.01% 3357
2016
Q1 		– Sell
-100
Closed -$5K – 3153
2015
Q4 		$5K Buy
+100
New +$5.4K ﹤0.01% 2979

Other funds holding PMTS

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFP Advisors's PMTS Position: Q1 2026 in Review

IFP Advisors reduced its CPI Card Group (PMTS) stake by 24% in Q1 2026, selling an estimated $17.6K and leaving 4,162 shares worth $60.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

IFP Advisors first reported a position in PMTS in Q4 2015 and has held it in 17 quarters since. The position peaked at $103K in Q2 2025. 74 funds tracked by Wall St. Rank hold PMTS as of Q1 2026.

  • IFP Advisors held 4,162 shares of CPI Card Group worth $60.4K as of Q1 2026.
  • IFP Advisors sold 1,299 CPI Card Group shares in Q1 2026, an estimated $17.6K.
  • CPI Card Group made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2143 holding.
  • IFP Advisors first reported a position in CPI Card Group in Q4 2015 and has held it in 17 quarters since.
  • IFP Advisors's CPI Card Group position peaked at $103K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held CPI Card Group as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.