Plante Moran Financial Advisors’s Deluxe DLX Stock Holding History

Plante Moran 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	$454	Buy	+19	New	+$495	﹤0.01%	1162
2018 Q3	–	Sell	-3,509	Closed	-$232K	–	772
2018 Q2	$232K	Buy	3,509 +2,117	+152%	+$148K	0.12%	141
2018 Q1	$103K	Buy	1,392 +22	+2%	+$1.63K	0.06%	226
2017 Q4	$105K	Buy	+1,370	New	+$98.7K	0.06%	213
2017 Q1	–	Sell	-55	Closed	-$4K	–	906
2016 Q4	$4K	Buy	55 +14	+34%	+$940	﹤0.01%	747
2016 Q3	$3K	Buy	41 +5	+14%	+$340	﹤0.01%	777
2016 Q2	$2K	Hold	36	–	–	﹤0.01%	788
2016 Q1	$2K	Buy	+36	New	+$2.01K	﹤0.01%	714

Other funds holding DLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Plante Moran Financial Advisors's DLX Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Deluxe (DLX) in Q2 2026: 19 shares worth $454. The stake represents ﹤0.01% of the portfolio and ranks #1162 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in DLX as recently as Q2 2018.

Plante Moran Financial Advisors first reported a position in DLX in Q1 2016 and has held it in 8 quarters since. The position peaked at $232K in Q2 2018. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

Plante Moran Financial Advisors held 19 shares of Deluxe worth $454 as of Q2 2026.
Deluxe was a new Plante Moran Financial Advisors position in Q2 2026.
Deluxe made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1162 holding.
Plante Moran Financial Advisors first reported a position in Deluxe in Q1 2016 and has held it in 8 quarters since.
Plante Moran Financial Advisors's Deluxe position peaked at $232K in Q2 2018.
245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

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