EWA
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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
Q2 		$58.5K Buy
2,450
+103
+4% +$2.68K ﹤0.01% 1673
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 – 2000
2022
Q2 		$13K Buy
+586
New +$14.9K ﹤0.01% 956

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

EverSource Wealth Advisors's DLX Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Deluxe (DLX) stake by 4.4% in Q2 2026, buying an estimated $2.68K and bringing the position to 2,450 shares worth $58.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

EverSource Wealth Advisors first reported a position in DLX in Q2 2022 and has held it in 16 quarters since. The position peaked at $64.6K in Q1 2026. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • EverSource Wealth Advisors held 2,450 shares of Deluxe worth $58.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 103 Deluxe shares in Q2 2026, an estimated $2.68K.
  • Deluxe made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1673 holding.
  • EverSource Wealth Advisors first reported a position in Deluxe in Q2 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Deluxe position peaked at $64.6K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.