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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jones Financial Companies's DLX Position: Q1 2026 in Review

Jones Financial Companies reduced its Deluxe (DLX) stake by 30% in Q1 2026, selling an estimated $10.1K and leaving 887 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3225.

Jones Financial Companies first reported a position in DLX in Q4 2024 and has held it in 5 quarters since. The position peaked at $28.5K in Q4 2025. 255 funds tracked by Wall St. Rank hold DLX as of Q1 2026.

  • Jones Financial Companies held 887 shares of Deluxe worth $23.9K as of Q1 2026.
  • Jones Financial Companies sold 388 Deluxe shares in Q1 2026, an estimated $10.1K.
  • Deluxe made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3225 holding.
  • Jones Financial Companies first reported a position in Deluxe in Q4 2024 and has held it in 5 quarters since.
  • Jones Financial Companies's Deluxe position peaked at $28.5K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Deluxe as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.