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Burney Company’s Deluxe DLX Stock Holding History

Burney Company’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 		$2.83M Buy
+118,624
New +$3.09M 0.08% 195
2025
Q2 		– Sell
-10,361
Closed -$164K – 582
2025
Q1 		$164K Buy
+10,361
New +$196K 0.01% 564
2022
Q2 		– Sell
-9,019
Closed -$273K – 551
2022
Q1 		$273K Sell
9,019
-1,019
-10% -$32K 0.01% 503
2021
Q4 		$322K Sell
10,038
-25,735
-72% -$908K 0.01% 481
2021
Q3 		$1.28M Buy
35,773
+2,471
+7% +$100K 0.06% 279
2021
Q2 		$1.59M Buy
33,302
+1,482
+5% +$66.7K 0.07% 258
2021
Q1 		$1.33M Buy
31,820
+2,535
+9% +$95.5K 0.07% 278
2020
Q4 		$855K Buy
29,285
+20,616
+238% +$532K 0.05% 306
2020
Q3 		$223K Buy
+8,669
New +$224K 0.01% 458
2020
Q2 		– Sell
-8,495
Closed -$220K – 489
2020
Q1 		$220K Buy
8,495
+337
+4% +$13K 0.02% 392
2019
Q4 		$407K Sell
8,158
-1,245
-13% -$62K 0.02% 355
2019
Q3 		$462K Sell
9,403
-1,161
-11% -$51.7K 0.03% 326
2019
Q2 		$430K Sell
10,564
-1,685
-14% -$71.1K 0.03% 342
2019
Q1 		$536K Sell
12,249
-7,243
-37% -$325K 0.03% 312
2018
Q4 		$749K Sell
19,492
-54,847
-74% -$2.62M 0.05% 270
2018
Q3 		$4.23M Sell
74,339
-68,988
-48% -$4.16M 0.25% 121
2018
Q2 		$9.49M Buy
143,327
+1,339
+0.9% +$93.9K 0.56% 52
2018
Q1 		$10.5M Sell
141,988
-5,303
-4% -$392K 0.65% 44
2017
Q4 		$11.3M Buy
147,291
+2,723
+2% +$196K 0.64% 44
2017
Q3 		$10.6M Buy
144,568
+2,243
+2% +$156K 0.69% 45
2017
Q2 		$9.79M Sell
142,325
-744
-0.5% -$51.9K 0.64% 54
2017
Q1 		$10.3M Sell
143,069
-13,483
-9% -$987K 0.68% 49
2016
Q4 		$11.2M Sell
156,552
-2,322
-1% -$156K 0.76% 41
2016
Q3 		$10.7M Sell
158,874
-5,099
-3% -$347K 0.76% 42
2016
Q2 		$10.9M Sell
163,973
-9,562
-6% -$607K 0.78% 39
2016
Q1 		$10.8M Sell
173,535
-8,922
-5% -$497K 0.79% 34
2015
Q4 		$10M Sell
182,457
-6,908
-4% -$399K 0.74% 43
2015
Q3 		$10.6M Sell
189,365
-10,386
-5% -$626K 0.81% 39
2015
Q2 		$12.4M Sell
199,751
-4,907
-2% -$322K 0.84% 35
2015
Q1 		$14.2M Buy
204,658
+4,825
+2% +$314K 0.97% 29
2014
Q4 		$12.4M Sell
199,833
-1,183
-0.6% -$69.5K 0.99% 27
2014
Q3 		$11.1M Sell
201,016
-621
-0.3% -$35.8K 0.95% 28
2014
Q2 		$11.8M Buy
201,637
+36,153
+22% +$1.98M 1.02% 20
2014
Q1 		$8.68M Buy
165,484
+55,432
+50% +$2.79M 0.79% 37
2013
Q4 		$5.74M Buy
110,052
+35,087
+47% +$1.68M 0.56% 61
2013
Q3 		$3.12M Buy
74,965
+68,135
+998% +$2.74M 0.35% 84
2013
Q2 		$237K Buy
+6,830
New +$259K 0.03% 359

Other funds holding DLX

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Burney Company's DLX Position: Q2 2026 in Review

Burney Company opened a new position in Deluxe (DLX) in Q2 2026: 118,624 shares worth $2.83M. The stake represents 0.08% of the portfolio and ranks #195 among its holdings. This is a return to the name: Burney Company previously reported a position in DLX as recently as Q1 2025.

Burney Company first reported a position in DLX in Q2 2013 and has held it in 37 quarters since. The position peaked at $14.2M in Q1 2015. 42 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • Burney Company held 118,624 shares of Deluxe worth $2.83M as of Q2 2026.
  • Deluxe was a new Burney Company position in Q2 2026.
  • Deluxe made up 0.08% of Burney Company's portfolio in Q2 2026, its #195 holding.
  • Burney Company first reported a position in Deluxe in Q2 2013 and has held it in 37 quarters since.
  • Burney Company's Deluxe position peaked at $14.2M in Q1 2015.
  • 42 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.