UCFA
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United Capital Financial Advisors’s Deluxe DLX Stock Holding History

United Capital 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
Q1 		$1.9M Buy
69,144
+33,564
+94% +$878K 0.01% 564
2025
Q4 		$795K Buy
+35,580
New +$716K ﹤0.01% 810
2018
Q1 		– Sell
-4,038
Closed -$310K – 1315
2017
Q4 		$310K Sell
4,038
-20,474
-84% -$1.48M ﹤0.01% 1101
2017
Q3 		$1.79M Sell
24,512
-50
-0.2% -$3.49K 0.02% 611
2017
Q2 		$1.7M Buy
24,562
+1,875
+8% +$131K 0.02% 622
2017
Q1 		$1.64M Sell
22,687
-1,536
-6% -$112K 0.02% 614
2016
Q4 		$1.74M Sell
24,223
-678
-3% -$45.5K 0.02% 597
2016
Q3 		$1.66M Buy
24,901
+708
+3% +$48.2K 0.02% 635
2016
Q2 		$1.6M Sell
24,193
-285
-1% -$18.1K 0.02% 611
2016
Q1 		$1.53M Buy
24,478
+75
+0.3% +$4.18K 0.02% 592
2015
Q4 		$1.33M Sell
24,403
-344
-1% -$19.9K 0.02% 626
2015
Q3 		$1.38M Buy
24,747
+1,064
+4% +$64.1K 0.02% 611
2015
Q2 		$1.47M Buy
23,683
+950
+4% +$62.4K 0.02% 651
2015
Q1 		$1.47M Sell
22,733
-112,060
-83% -$7.3M 0.02% 635
2014
Q4 		$8.39M Buy
134,793
+3,081
+2% +$181K 0.13% 187
2014
Q3 		$7.26M Buy
131,712
+1,582
+1% +$91.2K 0.13% 196
2014
Q2 		$7.62M Sell
130,130
-950
-0.7% -$51.9K 0.14% 190
2014
Q1 		$6.88M Sell
131,080
-51,792
-28% -$2.6M 0.15% 166
2013
Q4 		$9.54M Buy
+182,872
New +$8.74M 0.32% 89
2013
Q3 		– Sell
-236,107
Closed -$8.18M – 690
2013
Q2 		$8.18M Buy
+236,107
New +$8.95M 0.22% 126

Other funds holding DLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

United Capital Financial Advisors's DLX Position: Q1 2026 in Review

United Capital Financial Advisors increased its Deluxe (DLX) stake by 94% in Q1 2026, buying an estimated $878K and bringing the position to 69,144 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #564.

United Capital Financial Advisors first reported a position in DLX in Q2 2013 and has held it in 20 quarters since. The position peaked at $9.54M in Q4 2013. 255 funds tracked by Wall St. Rank hold DLX as of Q1 2026.

  • United Capital Financial Advisors held 69,144 shares of Deluxe worth $1.9M as of Q1 2026.
  • United Capital Financial Advisors bought 33,564 Deluxe shares in Q1 2026, an estimated $878K.
  • Deluxe made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #564 holding.
  • United Capital Financial Advisors first reported a position in Deluxe in Q2 2013 and has held it in 20 quarters since.
  • United Capital Financial Advisors's Deluxe position peaked at $9.54M in Q4 2013.
  • 255 funds tracked by Wall St. Rank held Deluxe as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.