Stifel Financial
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Stifel Financial’s Deluxe DLX Stock Holding History

Stifel Financial’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
Q1 		– Sell
-17,354
Closed -$392K – 3471
2024
Q4 		$392K Buy
+17,354
New +$373K ﹤0.01% 2819
2024
Q3 		– Sell
-8,910
Closed -$200K – 3388
2024
Q2 		$200K Buy
+8,910
New +$190K ﹤0.01% 3117
2018
Q3 		– Sell
-4,651
Closed -$308K – 2767
2018
Q2 		$308K Sell
4,651
-865
-16% -$60.7K ﹤0.01% 2276
2018
Q1 		$409K Buy
5,516
+1,354
+33% +$100K ﹤0.01% 2085
2017
Q4 		$318K Sell
4,162
-3,184
-43% -$229K ﹤0.01% 2163
2017
Q3 		$539K Buy
7,346
+4,452
+154% +$310K ﹤0.01% 1841
2017
Q2 		$201K Buy
+2,894
New +$202K ﹤0.01% 2348
2016
Q3 		– Sell
-3,377
Closed -$224K – 2411
2016
Q2 		$224K Buy
3,377
+115
+4% +$7.3K ﹤0.01% 2201
2016
Q1 		$204K Buy
+3,262
New +$182K ﹤0.01% 2000
2015
Q4 		– Sell
-8,546
Closed -$476K – 2348
2015
Q3 		$476K Sell
8,546
-789
-8% -$47.5K ﹤0.01% 1587
2015
Q2 		$575K Buy
9,335
+1,428
+18% +$93.8K ﹤0.01% 1618
2015
Q1 		$548K Sell
7,907
-208
-3% -$13.5K ﹤0.01% 1572
2014
Q4 		$505K Sell
8,115
-125,364
-94% -$7.37M ﹤0.01% 1607
2014
Q3 		$7.36M Buy
133,479
+1,233
+0.9% +$71K 0.06% 352
2014
Q2 		$7.75M Buy
132,246
+57,565
+77% +$3.15M 0.07% 341
2014
Q1 		$3.92M Buy
+74,681
New +$3.75M 0.04% 520

Other funds holding DLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Financial's DLX Position: Q1 2025 in Review

Stifel Financial sold out of Deluxe (DLX) in Q1 2025, closing a stake of 17,354 shares — an estimated $392K sold.

Stifel Financial first reported a position in DLX in Q1 2014 and held it in 16 quarters. The position peaked at $7.75M in Q2 2014. 209 funds tracked by Wall St. Rank hold DLX as of Q1 2025.

  • Stifel Financial reported no remaining Deluxe position as of Q1 2025 after selling out during the quarter.
  • Stifel Financial sold 17,354 Deluxe shares in Q1 2025, an estimated $392K.
  • Stifel Financial first reported a position in Deluxe in Q1 2014 and held it in 16 quarters.
  • Stifel Financial's Deluxe position peaked at $7.75M in Q2 2014.
  • 209 funds tracked by Wall St. Rank held Deluxe as of Q1 2025.

Based on Stifel Financial's 13F filing for Q1 2025, filed 14 May 2025.