KFI
DLX icon

Key Financial Inc’s Deluxe DLX Stock Holding History

Key Financial Inc’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
2025
Q1 		– Sell
-250
Closed -$5.65K – 1389
2024
Q4 		$5.65K Hold
250
– – ﹤0.01% 957
2024
Q3 		$4.87K Hold
250
– – ﹤0.01% 981
2024
Q2 		$5.62K Hold
250
– – ﹤0.01% 930
2024
Q1 		$5.15K Hold
250
– – ﹤0.01% 933
2023
Q4 		$5.36K Hold
250
– – ﹤0.01% 906
2023
Q3 		$4.72K Hold
250
– – ﹤0.01% 928
2023
Q2 		$4.37K Buy
+250
New +$3.92K ﹤0.01% 977

Other funds holding DLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Key Financial Inc's DLX Position: Q1 2025 in Review

Key Financial Inc sold out of Deluxe (DLX) in Q1 2025, closing a stake of 250 shares — an estimated $5.65K sold.

Key Financial Inc first reported a position in DLX in Q2 2023 and held it in 7 quarters. The position peaked at $5.65K in Q4 2024. 209 funds tracked by Wall St. Rank hold DLX as of Q1 2025.

  • Key Financial Inc reported no remaining Deluxe position as of Q1 2025 after selling out during the quarter.
  • Key Financial Inc sold 250 Deluxe shares in Q1 2025, an estimated $5.65K.
  • Key Financial Inc first reported a position in Deluxe in Q2 2023 and held it in 7 quarters.
  • Key Financial Inc's Deluxe position peaked at $5.65K in Q4 2024.
  • 209 funds tracked by Wall St. Rank held Deluxe as of Q1 2025.

Based on Key Financial Inc's 13F filing for Q1 2025, filed 1 May 2025.