Allworth Financial’s Deluxe DLX Stock Holding History

Allworth Financial’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 Q2	$12.8K	Sell	534 -101	-16%	-$2.63K	﹤0.01%	3551
2026 Q1	$17.5K	Buy	635 +99	+18%	+$2.59K	﹤0.01%	3086
2025 Q4	$12K	Sell	536 -59	-10%	-$1.19K	﹤0.01%	3147
2025 Q3	$11.5K	Buy	595 +368	+162%	+$6.7K	﹤0.01%	3056
2025 Q2	$3.61K	Buy	227 +179	+373%	+$2.69K	﹤0.01%	3442
2025 Q1	$743	Buy	48 +6	+14%	+$114	﹤0.01%	3565
2024 Q4	$938	Hold	42	–	–	﹤0.01%	3414
2024 Q3	$819	Hold	42	–	–	﹤0.01%	3290
2024 Q2	$983	Hold	42	–	–	﹤0.01%	3166
2024 Q1	$865	Hold	42	–	–	﹤0.01%	3128
2023 Q4	$901	Buy	42 +7	+20%	+$130	﹤0.01%	2982
2023 Q3	$662	Hold	35	–	–	﹤0.01%	2973
2023 Q2	$612	Buy	+35	New	+$549	﹤0.01%	2849
2022 Q4	–	Sell	-373	Closed	-$6K	–	3054
2022 Q3	$6K	Buy	373 +1	+0.3%	+$21	﹤0.01%	1817
2022 Q2	$8K	Buy	372 +10	+3%	+$255	﹤0.01%	1625
2022 Q1	$11K	Buy	+362	New	+$11.4K	﹤0.01%	1460

Other funds holding DLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Allworth Financial's DLX Position: Q2 2026 in Review

Allworth Financial reduced its Deluxe (DLX) stake by 16% in Q2 2026, selling an estimated $2.63K and leaving 534 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3551.

Allworth Financial first reported a position in DLX in Q1 2022 and has held it in 16 quarters since. The position peaked at $17.5K in Q1 2026. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

Allworth Financial held 534 shares of Deluxe worth $12.8K as of Q2 2026.
Allworth Financial sold 101 Deluxe shares in Q2 2026, an estimated $2.63K.
Deluxe made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3551 holding.
Allworth Financial first reported a position in Deluxe in Q1 2022 and has held it in 16 quarters since.
Allworth Financial's Deluxe position peaked at $17.5K in Q1 2026.
245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.