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Essential Partners’s Deluxe DLX Stock Holding History

Essential 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
Q3 		$23.2K Sell
1,010
-1
-0.1% -$25 0.01% 858
2026
Q2 		$24.1K Sell
1,011
-146
-13% -$3.8K 0.01% 840
2026
Q1 		$31.9K Buy
1,157
+1
+0.1% +$26 0.01% 749
2025
Q4 		$25.8K Sell
1,156
-818
-41% -$16.5K 0.01% 816
2025
Q3 		$38.2K Buy
1,974
+1,244
+170% +$22.7K 0.01% 678
2025
Q2 		$11.6K Buy
+730
New +$11K ﹤0.01% 805

Other funds holding DLX

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's DLX Position: Q3 2026 in Review

Essential Partners reduced its Deluxe (DLX) stake by 0.1% in Q3 2026, selling an estimated $25 and leaving 1,010 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #858.

Essential Partners first reported a position in DLX in Q2 2025 and has held it in 6 quarters since. The position peaked at $38.2K in Q3 2025. 17 funds tracked by Wall St. Rank hold DLX as of Q3 2026.

  • Essential Partners held 1,010 shares of Deluxe worth $23.2K as of Q3 2026.
  • Essential Partners sold 1 Deluxe share in Q3 2026, an estimated $25.
  • Deluxe made up 0.01% of Essential Partners's portfolio in Q3 2026, its #858 holding.
  • Essential Partners first reported a position in Deluxe in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Deluxe position peaked at $38.2K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Deluxe as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.