JFS Wealth Advisors’s Deluxe DLX Stock Holding History

JFS 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 Q3	$115	Hold	5	–	–	﹤0.01%	2144
2026 Q2	$120	Buy	+5	New	+$130	﹤0.01%	2214
2025 Q2	–	Sell	-351	Closed	-$5.55K	–	1898
2025 Q1	$5.55K	Buy	351 +6	+2%	+$114	﹤0.01%	1081
2024 Q4	$7.79K	Buy	345 +5	+1%	+$107	﹤0.01%	944
2024 Q3	$6.63K	Buy	340 +5	+1%	+$104	﹤0.01%	1010
2024 Q2	$7.53K	Buy	335 +4	+1%	+$85	﹤0.01%	884
2024 Q1	$6.81K	Buy	331 +5	+2%	+$99	﹤0.01%	967
2023 Q4	$6.99K	Buy	326 +5	+2%	+$93	﹤0.01%	918
2023 Q3	$6.06K	Buy	321 +5	+2%	+$97	﹤0.01%	913
2023 Q2	$5.52K	Buy	316 +6	+2%	+$94	﹤0.01%	958
2023 Q1	$4.96K	Buy	310 +5	+2%	+$91	﹤0.01%	988
2022 Q4	$5.18K	Buy	305 +5	+2%	+$89	﹤0.01%	978
2022 Q3	$5K	Buy	300 +1	+0.3%	+$21	﹤0.01%	973
2022 Q2	$6K	Buy	299 +5	+2%	+$127	﹤0.01%	923
2022 Q1	$9K	Buy	294 +4	+1%	+$126	﹤0.01%	816
2021 Q4	$9K	Buy	290 +3	+1%	+$106	﹤0.01%	698
2021 Q3	$10K	Buy	287 +3	+1%	+$122	﹤0.01%	635
2021 Q2	$14K	Buy	284 +2	+0.7%	+$90	﹤0.01%	409
2021 Q1	$12K	Buy	282 +2	+0.7%	+$75	﹤0.01%	399
2020 Q4	$8K	Buy	280 +3	+1%	+$77	﹤0.01%	433
2020 Q3	$7K	Buy	277 +3	+1%	+$77	﹤0.01%	418
2020 Q2	$6K	Buy	274 +3	+1%	+$75	﹤0.01%	417
2020 Q1	$7K	Buy	271 +2	+0.7%	+$77	﹤0.01%	368
2019 Q4	$13K	Buy	269 +2	+0.7%	+$100	﹤0.01%	354
2019 Q3	$13K	Buy	+267	New	+$11.9K	﹤0.01%	346

Other funds holding DLX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

JFS Wealth Advisors's DLX Position: Q3 2026 in Review

JFS Wealth Advisors held its Deluxe (DLX) position steady in Q3 2026 at 5 shares worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

JFS Wealth Advisors first reported a position in DLX in Q3 2019 and has held it in 25 quarters since. The position peaked at $14K in Q2 2021. 132 funds tracked by Wall St. Rank hold DLX as of Q3 2026.

JFS Wealth Advisors held 5 shares of Deluxe worth $115 as of Q3 2026.
JFS Wealth Advisors left its Deluxe share count unchanged in Q3 2026.
Deluxe made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #2144 holding.
JFS Wealth Advisors first reported a position in Deluxe in Q3 2019 and has held it in 25 quarters since.
JFS Wealth Advisors's Deluxe position peaked at $14K in Q2 2021.
132 funds tracked by Wall St. Rank held Deluxe as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.