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Avior Wealth Management’s Delek Logistics DKL Stock Holding History

Avior Wealth Management’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 		$206K Buy
+4,000
New +$203K 0.01% 753

Other funds holding DKL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Avior Wealth Management's DKL Position: Q2 2026 in Review

Avior Wealth Management opened a new position in Delek Logistics (DKL) in Q2 2026: 4,000 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #753 among its holdings.

82 funds tracked by Wall St. Rank hold DKL as of Q2 2026.

  • Avior Wealth Management held 4,000 shares of Delek Logistics worth $206K as of Q2 2026.
  • Delek Logistics was a new Avior Wealth Management position in Q2 2026.
  • Delek Logistics made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #753 holding.
  • 82 funds tracked by Wall St. Rank held Delek Logistics as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.