Focus Partners Wealth
DLX icon

Focus Partners Wealth’s Deluxe DLX Stock Holding History

Focus Partners Wealth’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 		$422K Sell
17,660
-598
-3% -$15.6K ﹤0.01% 2064
2026
Q1 		$503K Buy
18,258
+248
+1% +$6.49K ﹤0.01% 1924
2025
Q4 		$402K Buy
18,010
+5
+0% +$101 ﹤0.01% 2052
2025
Q3 		$373K Buy
+18,005
New +$328K ﹤0.01% 1734
2025
Q2 		– Sell
-10,599
Closed -$168K – 2064
2025
Q1 		$168K Sell
10,599
-3,032
-22% -$57.5K ﹤0.01% 1775
2024
Q4 		$308K Buy
13,631
+1,465
+12% +$31.5K ﹤0.01% 1539
2024
Q3 		$237K Buy
+12,166
New +$254K ﹤0.01% 1394

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

Focus Partners Wealth's DLX Position: Q2 2026 in Review

Focus Partners Wealth reduced its Deluxe (DLX) stake by 3.3% in Q2 2026, selling an estimated $15.6K and leaving 17,660 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Focus Partners Wealth first reported a position in DLX in Q3 2024 and has held it in 7 quarters since. The position peaked at $503K in Q1 2026. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • Focus Partners Wealth held 17,660 shares of Deluxe worth $422K as of Q2 2026.
  • Focus Partners Wealth sold 598 Deluxe shares in Q2 2026, an estimated $15.6K.
  • Deluxe made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2064 holding.
  • Focus Partners Wealth first reported a position in Deluxe in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Deluxe position peaked at $503K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.