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Deluxe Corporation shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Deluxe Corporation (DLX) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Deluxe Corporation

Tip: Access up to 7 years of quarterly data

All positions including Deluxe Corporation held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Deluxe Corporation by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $201k 13k 15.91
2024-09-30 $296k 15k 19.49

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Top funds holding Deluxe Corporation

BlackRock
Vanguard Group
State Street Corporation
Dimensional Fund Advisors
DePrince Race & Zollo
LSV Asset Management
American Century Companies
Geode Capital Management
Charles Schwab Investment Management
Prudential Financial
AQR Capital Management
Goldman Sachs Group
Royal Bank of Canada
Bridgeway Capital Management
Bank of New York Mellon

View all funds holding Deluxe Corporation