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USA Financial Formulas’s Deluxe DLX Stock Holding History

USA Financial Formulas’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 		– Sell
-739
Closed -$20.4K – 446
2026
Q1 		$20.4K Buy
+739
New +$19.3K ﹤0.01% 255
2016
Q4 		– Sell
-6,203
Closed -$414K – 275
2016
Q3 		$414K Sell
6,203
-20,037
-76% -$1.36M 0.11% 172
2016
Q2 		$1.74M Buy
+26,240
New +$1.67M 0.48% 64
2015
Q3 		– Sell
-35,324
Closed -$2.19M – 121
2015
Q2 		$2.19M Buy
35,324
+2,323
+7% +$153K 0.67% 42
2015
Q1 		$2.29M Buy
+33,001
New +$2.15M 0.75% 46

Other funds holding DLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

USA Financial Formulas's DLX Position: Q2 2026 in Review

USA Financial Formulas sold out of Deluxe (DLX) in Q2 2026, closing a stake of 739 shares — an estimated $20.4K sold.

USA Financial Formulas first reported a position in DLX in Q1 2015 and held it in 5 quarters. The position peaked at $2.29M in Q1 2015. 245 funds tracked by Wall St. Rank hold DLX as of Q2 2026.

  • USA Financial Formulas reported no remaining Deluxe position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 739 Deluxe shares in Q2 2026, an estimated $20.4K.
  • USA Financial Formulas first reported a position in Deluxe in Q1 2015 and held it in 5 quarters.
  • USA Financial Formulas's Deluxe position peaked at $2.29M in Q1 2015.
  • 245 funds tracked by Wall St. Rank held Deluxe as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.