Prism Advisors’s Deluxe DLX Stock Holding History

Prism 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 Q3	$201K	Hold	8,700	–	–	0.05%	77
2026 Q2	$208K	Hold	8,700	–	–	0.05%	71
2026 Q1	$240K	Buy	+8,700	New	+$228K	0.06%	65
2020 Q2	–	Sell	-88,403	Closed	-$2.29M	–	53
2020 Q1	$2.29M	Buy	88,403 +38,698	+78%	+$1.49M	1.48%	20
2019 Q4	$2.48M	Sell	49,705 -8,798	-15%	-$438K	1.26%	28
2019 Q3	$2.88M	Buy	58,503 +1,324	+2%	+$59K	1.61%	15
2019 Q2	$2.33M	Buy	57,179 +2,789	+5%	+$118K	1.32%	24
2019 Q1	$2.38M	Buy	54,390 +3,664	+7%	+$164K	1.37%	22
2018 Q4	$1.95M	Buy	50,726 +27,596	+119%	+$1.32M	1.24%	20
2018 Q3	$1.21M	Buy	+23,130	New	+$1.39M	0.7%	32

Other funds holding DLX

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Prism Advisors's DLX Position: Q3 2026 in Review

Prism Advisors held its Deluxe (DLX) position steady in Q3 2026 at 8,700 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #77.

Prism Advisors first reported a position in DLX in Q3 2018 and has held it in 10 quarters since. The position peaked at $2.88M in Q3 2019. 17 funds tracked by Wall St. Rank hold DLX as of Q3 2026.

Prism Advisors held 8,700 shares of Deluxe worth $201K as of Q3 2026.
Prism Advisors left its Deluxe share count unchanged in Q3 2026.
Deluxe made up 0.05% of Prism Advisors's portfolio in Q3 2026, its #77 holding.
Prism Advisors first reported a position in Deluxe in Q3 2018 and has held it in 10 quarters since.
Prism Advisors's Deluxe position peaked at $2.88M in Q3 2019.
17 funds tracked by Wall St. Rank held Deluxe as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.