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 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

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

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

JFS Wealth Advisors opened a new position in Deluxe (DLX) in Q2 2026: 5 shares worth $120. The stake represents ﹤0.01% of the portfolio and ranks #2214 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in DLX as recently as Q1 2025.

JFS Wealth Advisors first reported a position in DLX in Q3 2019 and has held it in 24 quarters since. The position peaked at $14K in Q2 2021. 22 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

JFS Wealth Advisors held 5 shares of Deluxe worth $120 as of Q2 2026.
Deluxe was a new JFS Wealth Advisors position in Q2 2026.
Deluxe made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2214 holding.
JFS Wealth Advisors first reported a position in Deluxe in Q3 2019 and has held it in 24 quarters since.
JFS Wealth Advisors's Deluxe position peaked at $14K in Q2 2021.
22 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.