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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
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

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

Essential Partners's DLX Position: Q2 2026 in Review

Essential Partners reduced its Deluxe (DLX) stake by 13% in Q2 2026, selling an estimated $3.8K and leaving 1,011 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #840.

Essential Partners first reported a position in DLX in Q2 2025 and has held it in 5 quarters since. The position peaked at $38.2K in Q3 2025. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • Essential Partners held 1,011 shares of Deluxe worth $24.1K as of Q2 2026.
  • Essential Partners sold 146 Deluxe shares in Q2 2026, an estimated $3.8K.
  • Deluxe made up 0.01% of Essential Partners's portfolio in Q2 2026, its #840 holding.
  • Essential Partners first reported a position in Deluxe in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Deluxe position peaked at $38.2K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.