LPL Financial
DLX icon

LPL Financial’s Deluxe DLX Stock Holding History

LPL Financial’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 		$1.57M Sell
65,932
-1,153
-2% -$30K ﹤0.01% 4006
2026
Q1 		$1.85M Buy
67,085
+13,447
+25% +$352K ﹤0.01% 3592
2025
Q4 		$1.2M Buy
53,638
+2,093
+4% +$42.1K ﹤0.01% 3889
2025
Q3 		$998K Buy
51,545
+5,976
+13% +$109K ﹤0.01% 4001
2025
Q2 		$725K Buy
45,569
+29,656
+186% +$447K ﹤0.01% 4047
2025
Q1 		$252K Buy
+15,913
New +$302K ﹤0.01% 4699
2020
Q2 		– Sell
-8,279
Closed -$215K – 3471
2020
Q1 		$215K Sell
8,279
-3,866
-32% -$149K ﹤0.01% 2750
2019
Q4 		$606K Buy
12,145
+2,895
+31% +$144K ﹤0.01% 2210
2019
Q3 		$455K Sell
9,250
-172
-2% -$7.66K ﹤0.01% 2329
2019
Q2 		$383K Sell
9,422
-18
-0.2% -$760 ﹤0.01% 2495
2019
Q1 		$413K Buy
9,440
+3,258
+53% +$146K ﹤0.01% 2373
2018
Q4 		$238K Sell
6,182
-1,145
-16% -$54.6K ﹤0.01% 2666
2018
Q3 		$417K Buy
+7,327
New +$442K ﹤0.01% 2387
2014
Q3 		– Sell
-3,600
Closed -$211K – 2719
2014
Q2 		$211K Sell
3,600
-400
-10% -$21.9K ﹤0.01% 2454
2014
Q1 		$210K Sell
4,000
-119
-3% -$5.98K ﹤0.01% 2404
2013
Q4 		$215K Buy
+4,119
New +$197K ﹤0.01% 2386

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

LPL Financial's DLX Position: Q2 2026 in Review

LPL Financial reduced its Deluxe (DLX) stake by 1.7% in Q2 2026, selling an estimated $30K and leaving 65,932 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #4006.

LPL Financial first reported a position in DLX in Q4 2013 and has held it in 16 quarters since. The position peaked at $1.85M in Q1 2026. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • LPL Financial held 65,932 shares of Deluxe worth $1.57M as of Q2 2026.
  • LPL Financial sold 1,153 Deluxe shares in Q2 2026, an estimated $30K.
  • Deluxe made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4006 holding.
  • LPL Financial first reported a position in Deluxe in Q4 2013 and has held it in 16 quarters since.
  • LPL Financial's Deluxe position peaked at $1.85M in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.