RFP
PMTS icon

Root Financial Partners’s CPI Card Group PMTS Stock Holding History

Root Financial Partners’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 		$116 Buy
+8
New +$108 ﹤0.01% 3254

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 $637M AUM 40.98% 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

Root Financial Partners's PMTS Position: Q1 2026 in Review

Root Financial Partners opened a new position in CPI Card Group (PMTS) in Q1 2026: 8 shares worth $116. The stake represents ﹤0.01% of the portfolio and ranks #3254 among its holdings.

74 funds tracked by Wall St. Rank hold PMTS as of Q1 2026.

  • Root Financial Partners held 8 shares of CPI Card Group worth $116 as of Q1 2026.
  • CPI Card Group was a new Root Financial Partners position in Q1 2026.
  • CPI Card Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3254 holding.
  • 74 funds tracked by Wall St. Rank held CPI Card Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.