UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in DLX — Deluxe Corp

CIK 1463217 IRVING, TX

Position in DLX

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$3,117,987

+$1,213,762 QoQ

Shares Held

130,569

+88.8% QoQ

Ownership

0.285%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#44

of 243 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $27,800,749 across 5 Conglomerates names. DLX ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	86,468	$19,360,184
2	MMM	3M Co	29,343	$4,750,925
3	DLX	Deluxe Corp This page	130,569	$3,117,987
4	GHC	Graham Holdings Co	317	$361,830
5	SEB	Seaboard Corp /De/	47	$209,823

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,117,987	130,569	+88.8%	Shares	Defined	2026-08-17
2026-03-31	$1,904,225	69,144	+94.3%	Shares	Defined	2026-05-15
2025-12-31	$794,501	35,580	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.