Security National Bank’s Deluxe DLX Stock Holding History

Security National Bank’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	$91.8K	Hold	3,845	–	–	0.01%	199
2026 Q1	$106K	Hold	3,845	–	–	0.02%	181
2025 Q4	$85.9K	Hold	3,845	–	–	0.01%	192
2025 Q3	$74.4K	Hold	3,845	–	–	0.01%	208
2025 Q2	$61.2K	Buy	3,845 +278	+8%	+$4.19K	0.01%	205
2025 Q1	$56.4K	Buy	3,567 +1,764	+98%	+$33.4K	0.01%	210
2024 Q4	$40.7K	Hold	1,803	–	–	0.01%	223
2024 Q3	$35.1K	Hold	1,803	–	–	﹤0.01%	215
2024 Q2	$40.5K	Buy	+1,803	New	+$38.5K	0.01%	205

Other funds holding DLX

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return