Rothwell Investment Advisors, LLC’s Deluxe DLX Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio DLX Stock Details DLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.14K	Buy	+311	New	+$7.63K	﹤0.01%	839

Other funds holding DLX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Rothwell Investment Advisors, LLC's DLX Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Deluxe (DLX) in Q3 2026: 311 shares worth $7.14K. The stake represents ﹤0.01% of the portfolio and ranks #839 among its holdings.

107 funds tracked by Wall St. Rank hold DLX as of Q3 2026.

Rothwell Investment Advisors, LLC held 311 shares of Deluxe worth $7.14K as of Q3 2026.
Deluxe was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Deluxe made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #839 holding.
107 funds tracked by Wall St. Rank held Deluxe as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.