Steward Partners Investment Advisory’s Deluxe DLX Stock Holding History

Steward Partners Investment Advisory’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	$4.11K	Buy	+172	New	+$4.48K	﹤0.01%	4040
2025 Q2	–	Sell	-595	Closed	-$9.41K	–	4154
2025 Q1	$9.41K	Hold	595	–	–	﹤0.01%	3126
2024 Q4	$13.4K	Hold	595	–	–	﹤0.01%	2970
2024 Q3	$11.6K	Hold	595	–	–	﹤0.01%	2892
2024 Q2	$13.4K	Hold	595	–	–	﹤0.01%	2695
2024 Q1	$12.3K	Hold	595	–	–	﹤0.01%	2731
2023 Q4	$12.8K	Hold	595	–	–	﹤0.01%	2606
2023 Q3	$11.2K	Hold	595	–	–	﹤0.01%	2551
2023 Q2	$10.4K	Hold	595	–	–	﹤0.01%	2559
2023 Q1	$9.52K	Hold	595	–	–	﹤0.01%	2559
2022 Q4	$10.1K	Hold	595	–	–	﹤0.01%	2538
2022 Q3	$10K	Buy	+595	New	+$12.5K	﹤0.01%	2526
2021 Q4	–	Sell	-188	Closed	-$7K	–	3206
2021 Q3	$7K	Hold	188	–	–	﹤0.01%	2708
2021 Q2	$9K	Hold	188	–	–	﹤0.01%	6248
2021 Q1	$7.89K	Hold	188	–	–	﹤0.01%	2875
2020 Q4	$5K	Sell	188 -93	-33%	-$2.4K	﹤0.01%	2507
2020 Q3	$7K	Hold	281	–	–	﹤0.01%	2248
2020 Q2	$7K	Hold	281	–	–	﹤0.01%	2155
2020 Q1	$7K	Hold	281	–	–	﹤0.01%	1958
2019 Q4	$14K	Hold	281	–	–	﹤0.01%	1888
2019 Q3	$13K	Hold	281	–	–	﹤0.01%	1877
2019 Q2	$11K	Buy	+281	New	+$11.9K	﹤0.01%	1930
2018 Q4	–	Sell	-322	Closed	-$18K	–	1086
2018 Q3	$18K	Buy	322 +41	+15%	+$2.47K	﹤0.01%	1600
2018 Q2	$19K	Hold	281	–	–	﹤0.01%	1484
2018 Q1	$20K	Hold	281	–	–	﹤0.01%	1330
2017 Q4	$21K	Buy	+281	New	+$20.3K	﹤0.01%	1094

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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 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

Steward Partners Investment Advisory's DLX Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Deluxe (DLX) in Q2 2026: 172 shares worth $4.11K. The stake represents ﹤0.01% of the portfolio and ranks #4040 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in DLX as recently as Q1 2025.

Steward Partners Investment Advisory first reported a position in DLX in Q4 2017 and has held it in 26 quarters since. The position peaked at $21K in Q4 2017. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

Steward Partners Investment Advisory held 172 shares of Deluxe worth $4.11K as of Q2 2026.
Deluxe was a new Steward Partners Investment Advisory position in Q2 2026.
Deluxe made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4040 holding.
Steward Partners Investment Advisory first reported a position in Deluxe in Q4 2017 and has held it in 26 quarters since.
Steward Partners Investment Advisory's Deluxe position peaked at $21K in Q4 2017.
245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.