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Beacon Financial Strategies’s Delta Air Lines DAL Stock Holding History

Beacon Financial Strategies’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
Q2 		$48.2K Hold
515
– – 0.02% 100
2026
Q1 		$34.2K Hold
515
– – 0.02% 93
2025
Q4 		$35.7K Buy
+515
New +$32.2K 0.02% 89

Other funds holding DAL

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Beacon Financial Strategies's DAL Position: Q2 2026 in Review

Beacon Financial Strategies held its Delta Air Lines (DAL) position steady in Q2 2026 at 515 shares worth $48.2K. The position accounts for 0.02% of the portfolio, ranked #100.

Beacon Financial Strategies first reported a position in DAL in Q4 2025 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Beacon Financial Strategies held 515 shares of Delta Air Lines worth $48.2K as of Q2 2026.
  • Beacon Financial Strategies left its Delta Air Lines share count unchanged in Q2 2026.
  • Delta Air Lines made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #100 holding.
  • Beacon Financial Strategies first reported a position in Delta Air Lines in Q4 2025 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.