Jones Financial Companies
DLX icon

Jones Financial Companies’s Deluxe DLX Stock Holding History

Jones Financial Companies’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 		$21.2K Hold
887
– – ﹤0.01% 3475
2026
Q1 		$23.9K Sell
887
-388
-30% -$10.1K ﹤0.01% 3225
2025
Q4 		$28.5K Buy
1,275
+800
+168% +$16.1K ﹤0.01% 2785
2025
Q3 		$9.28K Buy
475
+450
+1,800% +$8.2K ﹤0.01% 3110
2025
Q2 		$397 Buy
+25
New +$376 ﹤0.01% 3838
2025
Q1 		– Sell
-19
Closed -$429 – 3752
2024
Q4 		$429 Buy
+19
New +$408 ﹤0.01% 3246

Other funds holding DLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $5.66B AUM 23.19% 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

Jones Financial Companies's DLX Position: Q2 2026 in Review

Jones Financial Companies held its Deluxe (DLX) position steady in Q2 2026 at 887 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3475.

Jones Financial Companies first reported a position in DLX in Q4 2024 and has held it in 6 quarters since. The position peaked at $28.5K in Q4 2025. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • Jones Financial Companies held 887 shares of Deluxe worth $21.2K as of Q2 2026.
  • Jones Financial Companies left its Deluxe share count unchanged in Q2 2026.
  • Deluxe made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3475 holding.
  • Jones Financial Companies first reported a position in Deluxe in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's Deluxe position peaked at $28.5K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.