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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
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 $1.75B AUM 41.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $619M AUM 27.68% 1-Year Est. Return
WPM
Worldly Partners Management Needham, Massachusetts $118M AUM 19.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial Strategies's CDLX Position: Q1 2026 in Review

Summit Financial Strategies held its Cardlytics (CDLX) position steady in Q1 2026 at 1,400 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

Summit Financial Strategies first reported a position in CDLX in Q1 2023 and has held it in 13 quarters since. The position peaked at $231K in Q3 2023. 58 funds tracked by Wall St. Rank hold CDLX as of Q1 2026.

  • Summit Financial Strategies held 1,400 shares of Cardlytics worth $14.7K as of Q1 2026.
  • Summit Financial Strategies left its Cardlytics share count unchanged in Q1 2026.
  • Cardlytics made up ﹤0.01% of Summit Financial Strategies's portfolio in Q1 2026, its #169 holding.
  • Summit Financial Strategies first reported a position in Cardlytics in Q1 2023 and has held it in 13 quarters since.
  • Summit Financial Strategies's Cardlytics position peaked at $231K in Q3 2023.
  • 58 funds tracked by Wall St. Rank held Cardlytics as of Q1 2026.

Based on Summit Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.