LPL Financial
PMTS icon

LPL Financial’s CPI Card Group PMTS Stock Holding History

LPL Financial’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
-14,652
Closed -$222K – 6023
2025
Q3 		$222K Buy
+14,652
New +$260K ﹤0.01% 5281

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

LPL Financial's PMTS Position: Q4 2025 in Review

LPL Financial sold out of CPI Card Group (PMTS) in Q4 2025, closing a stake of 14,652 shares — an estimated $222K sold.

LPL Financial first reported a position in PMTS in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 76 funds tracked by Wall St. Rank hold PMTS as of Q4 2025.

  • LPL Financial reported no remaining CPI Card Group position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 14,652 CPI Card Group shares in Q4 2025, an estimated $222K.
  • LPL Financial first reported a position in CPI Card Group in Q3 2025 and held it in 1 quarter.
  • LPL Financial's CPI Card Group position peaked at $222K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held CPI Card Group as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.