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Dogwood Wealth Management’s Deluxe DLX Stock Holding History

Dogwood 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
2026
Q2 		$4.28K Buy
179
+104
+139% +$2.71K ﹤0.01% 536
2026
Q1 		$2.07K Hold
75
– – ﹤0.01% 635
2025
Q4 		$1.68K Sell
75
-18
-19% -$362 ﹤0.01% 587
2025
Q3 		$1.8K Buy
+93
New +$1.69K ﹤0.01% 539

Other funds holding DLX

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Dogwood Wealth Management's DLX Position: Q2 2026 in Review

Dogwood Wealth Management increased its Deluxe (DLX) stake by 139% in Q2 2026, buying an estimated $2.71K and bringing the position to 179 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Dogwood Wealth Management first reported a position in DLX in Q3 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • Dogwood Wealth Management held 179 shares of Deluxe worth $4.28K as of Q2 2026.
  • Dogwood Wealth Management bought 104 Deluxe shares in Q2 2026, an estimated $2.71K.
  • Deluxe made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #536 holding.
  • Dogwood Wealth Management first reported a position in Deluxe in Q3 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.