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Principal Securities’s Deluxe DLX Stock Holding History

Principal Securities’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
Q2 		– Sell
-1
Closed -$23 – 3738
2025
Q1 		$23 Hold
1
– – ﹤0.01% 3542
2024
Q4 		$23 Sell
1
-244
-100% -$5.24K ﹤0.01% 3537
2024
Q3 		$4.78K Sell
245
-374
-60% -$7.8K ﹤0.01% 2690
2024
Q2 		$13.9K Buy
619
+203
+49% +$4.34K ﹤0.01% 2243
2024
Q1 		$8.56K Sell
416
-620
-60% -$12.3K ﹤0.01% 2411
2023
Q4 		$22.2K Buy
+1,036
New +$19.3K ﹤0.01% 1871

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Principal Securities's DLX Position: Q2 2025 in Review

Principal Securities sold out of Deluxe (DLX) in Q2 2025, closing a stake of 1 share — an estimated $23 sold.

Principal Securities first reported a position in DLX in Q4 2023 and held it in 6 quarters. The position peaked at $22.2K in Q4 2023. 203 funds tracked by Wall St. Rank hold DLX as of Q2 2025.

  • Principal Securities reported no remaining Deluxe position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 1 Deluxe share in Q2 2025, an estimated $23.
  • Principal Securities first reported a position in Deluxe in Q4 2023 and held it in 6 quarters.
  • Principal Securities's Deluxe position peaked at $22.2K in Q4 2023.
  • 203 funds tracked by Wall St. Rank held Deluxe as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.