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Capital Advisors Ltd’s Deluxe DLX Stock Holding History

Capital Advisors Ltd’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
Q1 		$2K Hold
59
– – ﹤0.01% 1091
2025
Q4 		$1K Sell
59
-14
-19% -$282 ﹤0.01% 1168
2025
Q3 		$1K Buy
73
+29
+66% +$528 ﹤0.01% 1172
2025
Q2 		$1K Sell
44
-460
-91% -$6.93K ﹤0.01% 1170
2025
Q1 		$8K Buy
504
+191
+61% +$3.62K ﹤0.01% 823
2024
Q4 		$7K Hold
313
– – ﹤0.01% 858
2024
Q3 		$6K Hold
313
– – ﹤0.01% 880
2024
Q2 		$7K Hold
313
– – ﹤0.01% 823
2024
Q1 		$6K Hold
313
– – ﹤0.01% 833
2023
Q4 		$7K Hold
313
– – ﹤0.01% 750
2023
Q3 		$6K Hold
313
– – ﹤0.01% 765
2023
Q2 		$5K Buy
313
+258
+469% +$4.05K ﹤0.01% 830
2023
Q1 		$1K Buy
+55
New +$1K ﹤0.01% 1016

Other funds holding DLX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return