Private Wealth Management Group’s Deluxe DLX Stock Holding History

Private Wealth Management Group’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	$956	Hold	40	–	–	﹤0.01%	1314
2026 Q1	$1.1K	Hold	40	–	–	﹤0.01%	1234
2025 Q4	$894	Hold	40	–	–	﹤0.01%	1294
2025 Q3	$775	Hold	40	–	–	﹤0.01%	1337
2025 Q2	$637	Buy	40 +2	+5%	+$30	﹤0.01%	1377
2025 Q1	$601	Sell	38 -17	-31%	-$322	﹤0.01%	1363
2024 Q4	$1.24K	Hold	55	–	–	﹤0.01%	1232
2024 Q3	$1.07K	Hold	55	–	–	﹤0.01%	1263
2024 Q2	$1.24K	Hold	55	–	–	﹤0.01%	1216
2024 Q1	$1.13K	Hold	55	–	–	﹤0.01%	1212
2023 Q4	$1.18K	Buy	+55	New	+$1.02K	﹤0.01%	1201

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

Private Wealth Management Group's DLX Position: Q2 2026 in Review

Private Wealth Management Group held its Deluxe (DLX) position steady in Q2 2026 at 40 shares worth $956. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Private Wealth Management Group first reported a position in DLX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.24K in Q4 2024. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

Private Wealth Management Group held 40 shares of Deluxe worth $956 as of Q2 2026.
Private Wealth Management Group left its Deluxe share count unchanged in Q2 2026.
Deluxe made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1314 holding.
Private Wealth Management Group first reported a position in Deluxe in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Deluxe position peaked at $1.24K in Q4 2024.
245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.