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Transamerica Financial Advisors’s Cardlytics CDLX Stock Holding History

Transamerica Financial Advisors’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
-7
Closed -$75 – 2204
2026
Q1 		$75 Buy
+7
New +$68 ﹤0.01% 1793

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

Transamerica Financial Advisors's CDLX Position: Q2 2026 in Review

Transamerica Financial Advisors sold out of Cardlytics (CDLX) in Q2 2026, closing a stake of 7 shares — an estimated $75 sold.

Transamerica Financial Advisors first reported a position in CDLX in Q1 2026 and held it in 1 quarter. The position peaked at $75 in Q1 2026. 42 funds tracked by Wall St. Rank hold CDLX as of Q2 2026.

  • Transamerica Financial Advisors reported no remaining Cardlytics position as of Q2 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 7 Cardlytics shares in Q2 2026, an estimated $75.
  • Transamerica Financial Advisors first reported a position in Cardlytics in Q1 2026 and held it in 1 quarter.
  • Transamerica Financial Advisors's Cardlytics position peaked at $75 in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Cardlytics as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.