Balboa Wealth Partners
DAL icon

Balboa Wealth Partners’s Delta Air Lines DAL Stock Holding History

Balboa Wealth Partners’s Portfolio DAL Stock Details DAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3,823
Closed -$358K – 477
2026
Q2 		$358K Buy
+3,823
New +$289K 0.05% 301
2024
Q3 		– Sell
-4,813
Closed -$228K – 346
2024
Q2 		$228K Sell
4,813
-2,849
-37% -$142K 0.06% 230
2024
Q1 		$367K Sell
7,662
-484
-6% -$20K 0.11% 142
2023
Q4 		$328K Buy
8,146
+261
+3% +$9.46K 0.11% 149
2023
Q3 		$292K Buy
7,885
+2,697
+52% +$117K 0.11% 161
2023
Q2 		$247K Buy
+5,188
New +$191K 0.09% 190

Other funds holding DAL

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Balboa Wealth Partners's DAL Position: Q3 2026 in Review

Balboa Wealth Partners sold out of Delta Air Lines (DAL) in Q3 2026, closing a stake of 3,823 shares — an estimated $358K sold.

Balboa Wealth Partners first reported a position in DAL in Q2 2023 and held it in 6 quarters. The position peaked at $367K in Q1 2024. 855 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • Balboa Wealth Partners reported no remaining Delta Air Lines position as of Q3 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 3,823 Delta Air Lines shares in Q3 2026, an estimated $358K.
  • Balboa Wealth Partners first reported a position in Delta Air Lines in Q2 2023 and held it in 6 quarters.
  • Balboa Wealth Partners's Delta Air Lines position peaked at $367K in Q1 2024.
  • 855 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.