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Rialto Wealth Management’s Cardlytics CDLX Stock Holding History

Rialto 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 		– Sell
-54
Closed -$567 – 1951
2026
Q1 		$567 Buy
+54
New +$527 ﹤0.01% 1306
2025
Q3 		– Sell
-33
Closed -$548 – 1716
2025
Q2 		$548 Buy
+33
New +$570 ﹤0.01% 1106

Other funds holding CDLX

CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
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
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Rialto Wealth Management sold out of Cardlytics (CDLX) in Q2 2026, closing a stake of 54 shares — an estimated $567 sold.

Rialto Wealth Management first reported a position in CDLX in Q2 2025 and held it in 2 quarters. The position peaked at $567 in Q1 2026. 42 funds tracked by Wall St. Rank hold CDLX as of Q2 2026.

  • Rialto Wealth Management reported no remaining Cardlytics position as of Q2 2026 after selling out during the quarter.
  • Rialto Wealth Management sold 54 Cardlytics shares in Q2 2026, an estimated $567.
  • Rialto Wealth Management first reported a position in Cardlytics in Q2 2025 and held it in 2 quarters.
  • Rialto Wealth Management's Cardlytics position peaked at $567 in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Cardlytics as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.