Root Financial Partners
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
Q3 		$196 Buy
+8
New +$194 ﹤0.01% 3512
2026
Q2 		– Sell
-8
Closed -$116 – 2433
2026
Q1 		$116 Buy
+8
New +$108 ﹤0.01% 3254

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USA Financial Formulas
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Financial Management Professionals
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IFP Advisors
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Harbor Capital Advisors
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GAMMA Investing
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Root Financial Partners's PMTS Position: Q3 2026 in Review

Root Financial Partners opened a new position in CPI Card Group (PMTS) in Q3 2026: 8 shares worth $196. The stake represents ﹤0.01% of the portfolio and ranks #3512 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PMTS as recently as Q1 2026.

Root Financial Partners first reported a position in PMTS in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold PMTS as of Q3 2026.

  • Root Financial Partners held 8 shares of CPI Card Group worth $196 as of Q3 2026.
  • CPI Card Group was a new Root Financial Partners position in Q3 2026.
  • CPI Card Group made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3512 holding.
  • Root Financial Partners first reported a position in CPI Card Group in Q1 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held CPI Card Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.