Baron Wealth Management
DLX icon

Baron Wealth Management’s Deluxe DLX Stock Holding History

Baron Wealth Management’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 		$387K Buy
16,831
+1,516
+10% +$37.2K 0.1% 155
2026
Q2 		$366K Sell
15,315
-1,336
-8% -$34.8K 0.09% 167
2026
Q1 		$459K Buy
16,651
+3,531
+27% +$92.3K 0.14% 120
2025
Q4 		$293K Buy
+13,120
New +$264K 0.09% 178

Other funds holding DLX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Baron Wealth Management's DLX Position: Q3 2026 in Review

Baron Wealth Management increased its Deluxe (DLX) stake by 9.9% in Q3 2026, buying an estimated $37.2K and bringing the position to 16,831 shares worth $387K. The position accounts for 0.1% of the portfolio, ranked #155.

Baron Wealth Management first reported a position in DLX in Q4 2025 and has held it in 4 quarters since. The position peaked at $459K in Q1 2026. 107 funds tracked by Wall St. Rank hold DLX as of Q3 2026.

  • Baron Wealth Management held 16,831 shares of Deluxe worth $387K as of Q3 2026.
  • Baron Wealth Management bought 1,516 Deluxe shares in Q3 2026, an estimated $37.2K.
  • Deluxe made up 0.1% of Baron Wealth Management's portfolio in Q3 2026, its #155 holding.
  • Baron Wealth Management first reported a position in Deluxe in Q4 2025 and has held it in 4 quarters since.
  • Baron Wealth Management's Deluxe position peaked at $459K in Q1 2026.
  • 107 funds tracked by Wall St. Rank held Deluxe as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.