Filing Research | PMTS - CPI CARD GROUP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Pembroke Management, LTD	Shares	120.0KSH	$2.5M
2	SummerHaven Investment Management, LLC	Shares	29.8KSH	$618.3K
3	Police & Firemen's Retirement System of New Jersey	Shares	3.4KSH	$70.2K
4	IFP Advisors, Inc	Shares	1.1KSH	$22.4K
5	Financial Management Professionals, Inc.	Shares	793SH	$16.5K
6	GAMMA Investing LLC	Shares	104SH	$2.2K
7	EverSource Wealth Advisors, LLC	Shares	50SH	$1.0K
8	True Wealth Design, LLC	Shares	19SH	$395
9	State of Alaska, Department of Revenue	Shares	6.0KSH	$124
10	Farther Finance Advisors, LLC	Shares	5SH	$104
11	SBI Securities Co., Ltd.	Shares	2SH	$42

Manager changes2026-06-30 vs 2026-03-31

11 / 11 loaded

#		Instrument
1	Pembroke Management, LTD added	Shares	+20.4K	+$1.0M	$2.5M
2	SummerHaven Investment Management, LLC unchanged	Shares	0	+$186.6K	$618.3K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+2.4K	+$55.6K	$70.2K
4	Financial Management Professionals, Inc. new	Shares	+793	+$16.5K	$16.5K
5	GAMMA Investing LLC added	Shares	+48	+$1.3K	$2.2K
6	EverSource Wealth Advisors, LLC added	Shares	+14	+$517	$1.0K
7	True Wealth Design, LLC added	Shares	+2	+$148	$395
8	State of Alaska, Department of Revenue new	Shares	+6.0K	+$124	$124
9	Farther Finance Advisors, LLC added	Shares	+2	+$59	$104
10	SBI Securities Co., Ltd. trimmed	Shares	-100	-$1.4K	$42
11	IFP Advisors, Inc trimmed	Shares	-3.1K	-$38.0K	$22.4K

Filing Research | PMTS - CPI CARD GROUP INC Institutional Holdings