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Cornerstone Financial Management’s Deluxe DLX Stock Holding History

Cornerstone Financial 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
2026
Q2 		$788 Hold
33
– – ﹤0.01% 1185
2026
Q1 		$909 Hold
33
– – ﹤0.01% 1009
2025
Q4 		$737 Buy
+33
New +$664 ﹤0.01% 1031

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

Cornerstone Financial Management's DLX Position: Q2 2026 in Review

Cornerstone Financial Management held its Deluxe (DLX) position steady in Q2 2026 at 33 shares worth $788. The position accounts for ﹤0.01% of the portfolio, ranked #1185.

Cornerstone Financial Management first reported a position in DLX in Q4 2025 and has held it in 3 quarters since. The position peaked at $909 in Q1 2026. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • Cornerstone Financial Management held 33 shares of Deluxe worth $788 as of Q2 2026.
  • Cornerstone Financial Management left its Deluxe share count unchanged in Q2 2026.
  • Deluxe made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1185 holding.
  • Cornerstone Financial Management first reported a position in Deluxe in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Deluxe position peaked at $909 in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.