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 Q2	–	Sell	-114	Closed	-$3.14K	–	1134
2026 Q1	$3.14K	Buy	+114	New	+$2.98K	﹤0.01%	2135

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

Root Financial Partners's DLX Position: Q2 2026 in Review

Root Financial Partners sold out of Deluxe (DLX) in Q2 2026, closing a stake of 114 shares — an estimated $3.14K sold.

Root Financial Partners first reported a position in DLX in Q1 2026 and held it in 1 quarter. The position peaked at $3.14K in Q1 2026. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

Root Financial Partners reported no remaining Deluxe position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 114 Deluxe shares in Q2 2026, an estimated $3.14K.
Root Financial Partners first reported a position in Deluxe in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Deluxe position peaked at $3.14K in Q1 2026.
245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.