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Congress Wealth Management’s Deluxe DLX Stock Holding History

Congress 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
2025
Q2 		$201K Buy
+12,660
New +$191K ﹤0.01% 1144
2024
Q4 		– Sell
-15,205
Closed -$296K – 882
2024
Q3 		$296K Hold
15,205
– – ﹤0.01% 731
2024
Q2 		$342K Buy
+15,205
New +$325K 0.01% 585

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Congress Wealth Management's DLX Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Deluxe (DLX) in Q2 2025: 12,660 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1144 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in DLX as recently as Q3 2024.

Congress Wealth Management first reported a position in DLX in Q2 2024 and has held it in 3 quarters since. The position peaked at $342K in Q2 2024. 203 funds tracked by Wall St. Rank hold DLX as of Q2 2025.

  • Congress Wealth Management held 12,660 shares of Deluxe worth $201K as of Q2 2025.
  • Deluxe was a new Congress Wealth Management position in Q2 2025.
  • Deluxe made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1144 holding.
  • Congress Wealth Management first reported a position in Deluxe in Q2 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's Deluxe position peaked at $342K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held Deluxe as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.