CIBC Private Wealth Group
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CIBC Private Wealth Group’s Deluxe DLX Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$223 Buy
+10
New +$201 ﹤0.01% 3191
2018
Q3 		– Sell
-930
Closed -$62K – 1143
2018
Q2 		$62K Hold
930
– – ﹤0.01% 1124
2018
Q1 		$69K Sell
930
-63
-6% -$4.66K ﹤0.01% 1089
2017
Q4 		$76K Buy
+993
New +$71.6K ﹤0.01% 1083

Other funds holding DLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIBC Private Wealth Group's DLX Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Deluxe (DLX) in Q4 2025: 10 shares worth $223. The stake represents ﹤0.01% of the portfolio and ranks #3191 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in DLX as recently as Q2 2018.

CIBC Private Wealth Group first reported a position in DLX in Q4 2017 and has held it in 4 quarters since. The position peaked at $76K in Q4 2017. 229 funds tracked by Wall St. Rank hold DLX as of Q4 2025.

  • CIBC Private Wealth Group held 10 shares of Deluxe worth $223 as of Q4 2025.
  • Deluxe was a new CIBC Private Wealth Group position in Q4 2025.
  • Deluxe made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3191 holding.
  • CIBC Private Wealth Group first reported a position in Deluxe in Q4 2017 and has held it in 4 quarters since.
  • CIBC Private Wealth Group's Deluxe position peaked at $76K in Q4 2017.
  • 229 funds tracked by Wall St. Rank held Deluxe as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.