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
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 $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Steward Partners Investment Advisory's DLX Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Deluxe (DLX) in Q2 2025, closing a stake of 595 shares — an estimated $9.41K sold.

Steward Partners Investment Advisory first reported a position in DLX in Q4 2017 and held it in 25 quarters. The position peaked at $21K in Q4 2017. 203 funds tracked by Wall St. Rank hold DLX as of Q2 2025.

Steward Partners Investment Advisory reported no remaining Deluxe position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 595 Deluxe shares in Q2 2025, an estimated $9.41K.
Steward Partners Investment Advisory first reported a position in Deluxe in Q4 2017 and held it in 25 quarters.
Steward Partners Investment Advisory's Deluxe position peaked at $21K in Q4 2017.
203 funds tracked by Wall St. Rank held Deluxe as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.