IWC
DLX icon

Integrated Wealth Concepts’s Deluxe DLX Stock Holding History

Integrated Wealth Concepts’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 		$95.9K Buy
+4,018
New +$105K ﹤0.01% 2848

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

Integrated Wealth Concepts's DLX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Deluxe (DLX) in Q2 2026: 4,018 shares worth $95.9K. The stake represents ﹤0.01% of the portfolio and ranks #2848 among its holdings.

245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • Integrated Wealth Concepts held 4,018 shares of Deluxe worth $95.9K as of Q2 2026.
  • Deluxe was a new Integrated Wealth Concepts position in Q2 2026.
  • Deluxe made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2848 holding.
  • 245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

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