Rockefeller Capital Management
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Rockefeller Capital Management’s Deluxe DLX Stock Holding History

Rockefeller Capital Management’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 		$14.6K Buy
529
+406
+330% +$10.6K ﹤0.01% 3841
2025
Q4 		$2.75K Buy
123
+55
+81% +$1.11K ﹤0.01% 4241
2025
Q3 		$1.32K Buy
+68
New +$1.24K ﹤0.01% 4148
2023
Q1 		– Sell
-55
Closed – – 2455
2022
Q4 		$0 Hold
55
– – ﹤0.01% 3915
2022
Q3 		$0 Sell
55
-22
-29% -$462 ﹤0.01% 3976
2022
Q2 		$1K Buy
77
+66
+600% +$1.68K ﹤0.01% 3929
2022
Q1 		$0 Hold
11
– – ﹤0.01% 3902
2021
Q4 		$0 Hold
11
– – ﹤0.01% 3815
2021
Q3 		$0 Hold
11
– – ﹤0.01% 3718
2021
Q2 		$0 Sell
11
-80
-88% -$3.6K ﹤0.01% 3466
2021
Q1 		$3K Buy
+91
New +$3.43K ﹤0.01% 3011
2019
Q2 		– Sell
-304
Closed -$13K – 1730
2019
Q1 		$13K Buy
+304
New +$13.6K ﹤0.01% 1399

Other funds holding DLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Rockefeller Capital Management's DLX Position: Q1 2026 in Review

Rockefeller Capital Management increased its Deluxe (DLX) stake by 330% in Q1 2026, buying an estimated $10.6K and bringing the position to 529 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3841.

Rockefeller Capital Management first reported a position in DLX in Q1 2019 and has held it in 12 quarters since. 255 funds tracked by Wall St. Rank hold DLX as of Q1 2026.

  • Rockefeller Capital Management held 529 shares of Deluxe worth $14.6K as of Q1 2026.
  • Rockefeller Capital Management bought 406 Deluxe shares in Q1 2026, an estimated $10.6K.
  • Deluxe made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3841 holding.
  • Rockefeller Capital Management first reported a position in Deluxe in Q1 2019 and has held it in 12 quarters since.
  • 255 funds tracked by Wall St. Rank held Deluxe as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.