TWD
PMTS icon

True Wealth Design’s CPI Card Group PMTS Stock Holding History

True Wealth Design’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
Q2 		$395 Buy
19
+2
+12% +$35 ﹤0.01% 2279
2026
Q1 		$247 Buy
17
+7
+70% +$95 ﹤0.01% 2274
2025
Q4 		$147 Buy
+10
New +$151 ﹤0.01% 2279

Other funds holding PMTS

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's PMTS Position: Q2 2026 in Review

True Wealth Design increased its CPI Card Group (PMTS) stake by 12% in Q2 2026, buying an estimated $35 and bringing the position to 19 shares worth $395. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

True Wealth Design first reported a position in PMTS in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold PMTS as of Q2 2026.

  • True Wealth Design held 19 shares of CPI Card Group worth $395 as of Q2 2026.
  • True Wealth Design bought 2 CPI Card Group shares in Q2 2026, an estimated $35.
  • CPI Card Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2279 holding.
  • True Wealth Design first reported a position in CPI Card Group in Q4 2025 and has held it in 3 quarters since.
  • 4 funds tracked by Wall St. Rank held CPI Card Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.