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KMT Wealth Management’s Cardlytics CDLX Stock Holding History

KMT Wealth Management’s Portfolio CDLX Stock Details CDLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121K Buy
+26,845
New +$201K 0.1% 108

Other funds holding CDLX

KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
WPM
Worldly Partners Management Needham, Massachusetts $122M AUM 11.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

KMT Wealth Management's CDLX Position: Q2 2026 in Review

KMT Wealth Management opened a new position in Cardlytics (CDLX) in Q2 2026: 26,845 shares worth $121K. The stake represents 0.1% of the portfolio and ranks #108 among its holdings.

16 funds tracked by Wall St. Rank hold CDLX as of Q2 2026.

  • KMT Wealth Management held 26,845 shares of Cardlytics worth $121K as of Q2 2026.
  • Cardlytics was a new KMT Wealth Management position in Q2 2026.
  • Cardlytics made up 0.1% of KMT Wealth Management's portfolio in Q2 2026, its #108 holding.
  • 16 funds tracked by Wall St. Rank held Cardlytics as of Q2 2026.

Based on KMT Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.