UFF
PMTS icon

USA FINANCIAL FORMULAS’s CPI Card Group PMTS Stock Holding History

USA FINANCIAL FORMULAS’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 		$65K Buy
+3,128
New +$54.5K 0.01% 237

Other funds holding PMTS

PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

USA FINANCIAL FORMULAS's PMTS Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in CPI Card Group (PMTS) in Q2 2026: 3,128 shares worth $65K. The stake represents 0.01% of the portfolio and ranks #237 among its holdings.

22 funds tracked by Wall St. Rank hold PMTS as of Q2 2026.

  • USA FINANCIAL FORMULAS held 3,128 shares of CPI Card Group worth $65K as of Q2 2026.
  • CPI Card Group was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • CPI Card Group made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #237 holding.
  • 22 funds tracked by Wall St. Rank held CPI Card Group as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.