EverSource Wealth Advisors’s Deluxe DLX Stock Holding History

EverSource Wealth Advisors’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 Q1	$64.6K	Buy	2,347 +168	+8%	+$4.39K	﹤0.01%	1711
2025 Q4	$48.7K	Buy	2,179 +552	+34%	+$11.1K	﹤0.01%	1769
2025 Q3	$31.5K	Buy	1,627 +418	+35%	+$7.62K	﹤0.01%	2027
2025 Q2	$19.2K	Buy	1,209 +768	+174%	+$11.6K	﹤0.01%	2318
2025 Q1	$6.97K	Sell	441 -12	-3%	-$227	﹤0.01%	2323
2024 Q4	$10.2K	Sell	453 -245	-35%	-$5.26K	﹤0.01%	1978
2024 Q3	$13.6K	Hold	698	–	–	﹤0.01%	1696
2024 Q2	$17K	Hold	698	–	–	﹤0.01%	1583
2024 Q1	$13.8K	Hold	698	–	–	﹤0.01%	1541
2023 Q4	$15K	Hold	698	–	–	﹤0.01%	1387
2023 Q3	$13.2K	Hold	698	–	–	﹤0.01%	1304
2023 Q2	$12.2K	Sell	698 -146	-17%	-$2.29K	﹤0.01%	1359
2023 Q1	$13.5K	Buy	844 +698	+478%	+$12.7K	﹤0.01%	1237
2022 Q4	$2.48K	Buy	+146	New	+$2.6K	﹤0.01%	1848
2022 Q3	–	Sell	-586	Closed	-$13K	–	2001
2022 Q2	$13K	Buy	+586	New	+$14.9K	﹤0.01%	956

Other funds holding DLX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return