Sequoia Financial Advisors’s Deluxe DLX Stock Holding History

Sequoia Financial Advisors’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	$1.22M	Sell	51,247 -1,348	-3%	-$35.1K	0.01%	853
2026 Q1	$1.45M	Sell	52,595 -1,774	-3%	-$46.4K	0.01%	733
2025 Q4	$1.21M	Buy	54,369 +1,202	+2%	+$24.2K	0.01%	799
2025 Q3	$1.03M	Sell	53,167 -5,250	-9%	-$95.6K	0.01%	763
2025 Q2	$929K	Sell	58,417 -3,971	-6%	-$59.8K	0.01%	708
2025 Q1	$986K	Buy	62,388 +39,078	+168%	+$741K	0.01%	620
2024 Q4	$527K	Buy	+23,310	New	+$501K	0.01%	783

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

Sequoia Financial Advisors's DLX Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Deluxe (DLX) stake by 2.6% in Q2 2026, selling an estimated $35.1K and leaving 51,247 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #853.

Sequoia Financial Advisors first reported a position in DLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q1 2026. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

Sequoia Financial Advisors held 51,247 shares of Deluxe worth $1.22M as of Q2 2026.
Sequoia Financial Advisors sold 1,348 Deluxe shares in Q2 2026, an estimated $35.1K.
Deluxe made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #853 holding.
Sequoia Financial Advisors first reported a position in Deluxe in Q4 2024 and has held it in 7 quarters since.
Sequoia Financial Advisors's Deluxe position peaked at $1.45M in Q1 2026.
245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.