Cerity Partners
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Cerity Partners’s Deluxe DLX Stock Holding History

Cerity Partners’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 		$1.3M Sell
54,542
-7,528
-12% -$196K ﹤0.01% 1835
2026
Q1 		$1.71M Sell
62,070
-55
-0.1% -$1.44K ﹤0.01% 1572
2025
Q4 		$1.39M Sell
62,125
-2,394
-4% -$48.2K ﹤0.01% 1547
2025
Q3 		$1.25M Buy
64,519
+8,107
+14% +$148K ﹤0.01% 1497
2025
Q2 		$898K Buy
56,412
+9,562
+20% +$144K ﹤0.01% 1564
2025
Q1 		$741K Sell
46,850
-2,637
-5% -$50K ﹤0.01% 1564
2024
Q4 		$965K Sell
49,487
-759
-2% -$16.3K ﹤0.01% 1430
2024
Q3 		$979K Buy
50,246
+12,992
+35% +$271K ﹤0.01% 1402
2024
Q2 		$837K Sell
37,254
-20,128
-35% -$430K ﹤0.01% 1310
2024
Q1 		$1.18M Buy
+57,382
New +$1.14M ﹤0.01% 1204
2018
Q2 		– Sell
-4,021
Closed -$298K – 546
2018
Q1 		$298K Buy
4,021
+1,183
+42% +$87.5K 0.02% 436
2017
Q4 		$218K Hold
2,838
– – 0.01% 515
2017
Q3 		$207K Sell
2,838
-27,705
-91% -$1.93M 0.01% 531
2017
Q2 		$1.64M Buy
30,543
+26,655
+686% +$1.86M 0.14% 136
2017
Q1 		$281K Buy
+3,888
New +$285K 0.02% 353

Other funds holding DLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cerity Partners's DLX Position: Q2 2026 in Review

Cerity Partners reduced its Deluxe (DLX) stake by 12% in Q2 2026, selling an estimated $196K and leaving 54,542 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Cerity Partners first reported a position in DLX in Q1 2017 and has held it in 15 quarters since. The position peaked at $1.71M in Q1 2026. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • Cerity Partners held 54,542 shares of Deluxe worth $1.3M as of Q2 2026.
  • Cerity Partners sold 7,528 Deluxe shares in Q2 2026, an estimated $196K.
  • Deluxe made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1835 holding.
  • Cerity Partners first reported a position in Deluxe in Q1 2017 and has held it in 15 quarters since.
  • Cerity Partners's Deluxe position peaked at $1.71M in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.