Rothschild Investment LLC’s Deluxe DLX Stock Holding History

Rothschild Investment LLC’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	$299K	Sell	12,530 -25	-0.2%	-$651	0.01%	760
2026 Q1	$346K	Buy	12,555 +25	+0.2%	+$654	0.02%	509
2025 Q4	$280K	Sell	12,530 -9	-0.1%	-$181	0.02%	513
2025 Q3	$243K	Sell	12,539 -534	-4%	-$9.73K	0.01%	546
2025 Q2	$208K	Buy	13,073 +13,043	+43,477%	+$196K	0.01%	505
2025 Q1	$474	Sell	30 -35	-54%	-$663	﹤0.01%	2633
2024 Q4	$1.47K	Buy	65 +25	+63%	+$537	﹤0.01%	1986
2024 Q3	$780	Buy	40 +15	+60%	+$313	﹤0.01%	2323
2024 Q2	$562	Buy	25 +20	+400%	+$427	﹤0.01%	1937
2024 Q1	$103	Buy	+5	New	+$99	﹤0.01%	2199

Other funds holding DLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Rothschild Investment LLC's DLX Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Deluxe (DLX) stake by 0.2% in Q2 2026, selling an estimated $651 and leaving 12,530 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #760.

Rothschild Investment LLC first reported a position in DLX in Q1 2024 and has held it in 10 quarters since. The position peaked at $346K in Q1 2026. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

Rothschild Investment LLC held 12,530 shares of Deluxe worth $299K as of Q2 2026.
Rothschild Investment LLC sold 25 Deluxe shares in Q2 2026, an estimated $651.
Deluxe made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #760 holding.
Rothschild Investment LLC first reported a position in Deluxe in Q1 2024 and has held it in 10 quarters since.
Rothschild Investment LLC's Deluxe position peaked at $346K in Q1 2026.
245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.