UFPG
CDLX icon

United Financial Planning Group’s Cardlytics CDLX Stock Holding History

United Financial Planning Group’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 		– Sell
-18
Closed -$201 – 494
2025
Q4 		$201 Buy
+18
New +$278 ﹤0.01% 467

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Financial Planning Group's CDLX Position: Q1 2026 in Review

United Financial Planning Group sold out of Cardlytics (CDLX) in Q1 2026, closing a stake of 18 shares — an estimated $201 sold.

United Financial Planning Group first reported a position in CDLX in Q4 2025 and held it in 1 quarter. The position peaked at $201 in Q4 2025. 59 funds tracked by Wall St. Rank hold CDLX as of Q1 2026.

  • United Financial Planning Group reported no remaining Cardlytics position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 18 Cardlytics shares in Q1 2026, an estimated $201.
  • United Financial Planning Group first reported a position in Cardlytics in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Cardlytics position peaked at $201 in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Cardlytics as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.