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Summit Financial Strategies’s Cardlytics CDLX Stock Holding History

Summit Financial Strategies’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
-1,400
Closed -$14.7K – 175
2026
Q1 		$14.7K Hold
1,400
– – ﹤0.01% 169
2025
Q4 		$16.1K Hold
1,400
– – ﹤0.01% 166
2025
Q3 		$34K Hold
1,400
– – ﹤0.01% 154
2025
Q2 		$23K Hold
1,400
– – ﹤0.01% 154
2025
Q1 		$25.5K Hold
1,400
– – ﹤0.01% 147
2024
Q4 		$51.9K Hold
1,400
– – 0.01% 144
2024
Q3 		$44.8K Hold
1,400
– – 0.01% 146
2024
Q2 		$115K Hold
1,400
– – 0.01% 143
2024
Q1 		$203K Hold
1,400
– – 0.03% 140
2023
Q4 		$129K Hold
1,400
– – 0.02% 138
2023
Q3 		$231K Hold
1,400
– – 0.04% 110
2023
Q2 		$88.5K Hold
1,400
– – 0.02% 124
2023
Q1 		$47.5K Buy
+1,400
New +$73.1K 0.01% 121

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

Summit Financial Strategies's CDLX Position: Q2 2026 in Review

Summit Financial Strategies sold out of Cardlytics (CDLX) in Q2 2026, closing a stake of 1,400 shares — an estimated $14.7K sold.

Summit Financial Strategies first reported a position in CDLX in Q1 2023 and held it in 13 quarters. The position peaked at $231K in Q3 2023. 43 funds tracked by Wall St. Rank hold CDLX as of Q2 2026.

  • Summit Financial Strategies reported no remaining Cardlytics position as of Q2 2026 after selling out during the quarter.
  • Summit Financial Strategies sold 1,400 Cardlytics shares in Q2 2026, an estimated $14.7K.
  • Summit Financial Strategies first reported a position in Cardlytics in Q1 2023 and held it in 13 quarters.
  • Summit Financial Strategies's Cardlytics position peaked at $231K in Q3 2023.
  • 43 funds tracked by Wall St. Rank held Cardlytics as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.