Raymond James Financial
PMTS icon

Raymond James Financial’s CPI Card Group PMTS Stock Holding History

Raymond James 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
Q3 		– Sell
-40
Closed -$949 – 6278
2025
Q2 		$949 Buy
+40
New +$944 ﹤0.01% 6573

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BlackRock
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UBS Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Raymond James Financial's PMTS Position: Q3 2025 in Review

Raymond James Financial sold out of CPI Card Group (PMTS) in Q3 2025, closing a stake of 40 shares — an estimated $949 sold.

Raymond James Financial first reported a position in PMTS in Q2 2025 and held it in 1 quarter. The position peaked at $949 in Q2 2025. 70 funds tracked by Wall St. Rank hold PMTS as of Q3 2025.

  • Raymond James Financial reported no remaining CPI Card Group position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 40 CPI Card Group shares in Q3 2025, an estimated $949.
  • Raymond James Financial first reported a position in CPI Card Group in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's CPI Card Group position peaked at $949 in Q2 2025.
  • 70 funds tracked by Wall St. Rank held CPI Card Group as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.