Optimize Financial’s Deluxe DLX Stock Holding History

Optimize 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 Q1	–	Sell	-16,478	Closed	-$368K	–	352
2025 Q4	$368K	Buy	16,478 +236	+1%	+$4.75K	0.19%	227
2025 Q3	$314K	Buy	+16,242	New	+$296K	0.16%	265

Other funds holding DLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Optimize Financial's DLX Position: Q1 2026 in Review

Optimize Financial sold out of Deluxe (DLX) in Q1 2026, closing a stake of 16,478 shares — an estimated $368K sold.

Optimize Financial first reported a position in DLX in Q3 2025 and held it in 2 quarters. The position peaked at $368K in Q4 2025. 255 funds tracked by Wall St. Rank hold DLX as of Q1 2026.

Optimize Financial reported no remaining Deluxe position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 16,478 Deluxe shares in Q1 2026, an estimated $368K.
Optimize Financial first reported a position in Deluxe in Q3 2025 and held it in 2 quarters.
Optimize Financial's Deluxe position peaked at $368K in Q4 2025.
255 funds tracked by Wall St. Rank held Deluxe as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.