Allworth Financial’s Delek Logistics DKL Stock Holding History

Allworth Financial’s Portfolio DKL Stock Details DKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.75K	Hold	131	–	–	﹤0.01%	3961
2026 Q1	$6.52K	Hold	131	–	–	﹤0.01%	3795
2025 Q4	$5.85K	Buy	131 +11	+9%	+$494	﹤0.01%	3614
2025 Q3	$5.46K	Hold	120	–	–	﹤0.01%	3503
2025 Q2	$5.15K	Buy	+120	New	+$4.87K	﹤0.01%	3241

Other funds holding DKL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Allworth Financial's DKL Position: Q2 2026 in Review

Allworth Financial held its Delek Logistics (DKL) position steady in Q2 2026 at 131 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #3961.

Allworth Financial first reported a position in DKL in Q2 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold DKL as of Q2 2026.

Allworth Financial held 131 shares of Delek Logistics worth $6.75K as of Q2 2026.
Allworth Financial left its Delek Logistics share count unchanged in Q2 2026.
Delek Logistics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3961 holding.
Allworth Financial first reported a position in Delek Logistics in Q2 2025 and has held it in 5 quarters since.
82 funds tracked by Wall St. Rank held Delek Logistics as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.