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UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in DLX — Deluxe Corp

CIK 1463217 IRVING, TX

Position in DLX

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$1,904,225
+$1,109,724 QoQ
Shares Held
69,144
+94.3% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in DLX Over Time

Shares Held

Position Value (USD)

Position in Conglomerates

Industrials · as of Mar 31, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $40,054,824 across 5 Conglomerates names. DLX ranks #3 (4.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 DLX
Deluxe Corp
This page
69,144 $1,904,225

All Filings in DLX

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2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,904,225 69,144
2025-12-31 $794,501 35,580