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Root Financial Partners’s Deluxe DLX Stock Holding History

Root Financial Partners’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 		$3.14K Buy
+114
New +$2.98K ﹤0.01% 2135

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

Root Financial Partners's DLX Position: Q1 2026 in Review

Root Financial Partners opened a new position in Deluxe (DLX) in Q1 2026: 114 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #2135 among its holdings.

255 funds tracked by Wall St. Rank hold DLX as of Q1 2026.

  • Root Financial Partners held 114 shares of Deluxe worth $3.14K as of Q1 2026.
  • Deluxe was a new Root Financial Partners position in Q1 2026.
  • Deluxe made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2135 holding.
  • 255 funds tracked by Wall St. Rank held Deluxe as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.