IAG
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Ipsen Advisor Group’s Deluxe DLX Stock Holding History

Ipsen Advisor Group’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 		$602K Sell
25,196
-4,627
-16% -$120K 0.39% 62
2026
Q1 		$821K Sell
29,823
-893
-3% -$23.4K 0.57% 46
2025
Q4 		$686K Buy
30,716
+1,033
+3% +$20.8K 0.49% 51
2025
Q3 		$575K Buy
29,683
+3,462
+13% +$63.1K 0.41% 60
2025
Q2 		$417K Buy
26,221
+1,197
+5% +$18K 0.32% 79
2025
Q1 		$396K Buy
25,024
+1,420
+6% +$26.9K 0.34% 72
2024
Q4 		$533K Buy
+23,604
New +$507K 0.46% 53

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

Ipsen Advisor Group's DLX Position: Q2 2026 in Review

Ipsen Advisor Group reduced its Deluxe (DLX) stake by 16% in Q2 2026, selling an estimated $120K and leaving 25,196 shares worth $602K. The position accounts for 0.39% of the portfolio, ranked #62.

Ipsen Advisor Group first reported a position in DLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $821K in Q1 2026. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • Ipsen Advisor Group held 25,196 shares of Deluxe worth $602K as of Q2 2026.
  • Ipsen Advisor Group sold 4,627 Deluxe shares in Q2 2026, an estimated $120K.
  • Deluxe made up 0.39% of Ipsen Advisor Group's portfolio in Q2 2026, its #62 holding.
  • Ipsen Advisor Group first reported a position in Deluxe in Q4 2024 and has held it in 7 quarters since.
  • Ipsen Advisor Group's Deluxe position peaked at $821K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.