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Kelleher Financial Advisors’s Deluxe DLX Stock Holding History

Kelleher Financial 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 		$3.39K Buy
+142
New +$3.7K ﹤0.01% 710

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

Kelleher Financial Advisors's DLX Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Deluxe (DLX) in Q2 2026: 142 shares worth $3.39K. The stake represents ﹤0.01% of the portfolio and ranks #710 among its holdings.

244 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • Kelleher Financial Advisors held 142 shares of Deluxe worth $3.39K as of Q2 2026.
  • Deluxe was a new Kelleher Financial Advisors position in Q2 2026.
  • Deluxe made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #710 holding.
  • 244 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.