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Bell Investment Advisors’s Delek US DK Stock Holding History

Bell Investment Advisors’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16
Closed -$517 – 1835
2025
Q3 		$517 Buy
+16
New +$418 ﹤0.01% 1757
2024
Q4 		– Sell
-47
Closed -$882 – 1916
2024
Q3 		$882 Hold
47
– – ﹤0.01% 1631
2024
Q2 		$1.16K Buy
47
+15
+47% +$415 ﹤0.01% 1563
2024
Q1 		$984 Sell
32
-33
-51% -$893 ﹤0.01% 1610
2023
Q4 		$1.68K Buy
65
+33
+103% +$872 ﹤0.01% 1404
2023
Q3 		$910 Sell
32
-31
-49% -$837 ﹤0.01% 1605
2023
Q2 		$1.51K Buy
+63
New +$1.43K ﹤0.01% 1431
2023
Q1 		– Sell
-50
Closed -$1.35K – 1936
2022
Q4 		$1.35K Buy
50
+9
+22% +$266 ﹤0.01% 1468
2022
Q3 		$1K Buy
+41
New +$1.08K ﹤0.01% 1379
2021
Q4 		– Sell
-2
Closed – – 1812
2021
Q3 		$0 Buy
+2
New +$34 ﹤0.01% 1740

Other funds holding DK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IFM
ION Fund Management Herzliya $707M AUM
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bell Investment Advisors's DK Position: Q4 2025 in Review

Bell Investment Advisors sold out of Delek US (DK) in Q4 2025, closing a stake of 16 shares — an estimated $517 sold.

Bell Investment Advisors first reported a position in DK in Q3 2021 and held it in 10 quarters. The position peaked at $1.68K in Q4 2023. 254 funds tracked by Wall St. Rank hold DK as of Q4 2025.

  • Bell Investment Advisors reported no remaining Delek US position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 16 Delek US shares in Q4 2025, an estimated $517.
  • Bell Investment Advisors first reported a position in Delek US in Q3 2021 and held it in 10 quarters.
  • Bell Investment Advisors's Delek US position peaked at $1.68K in Q4 2023.
  • 254 funds tracked by Wall St. Rank held Delek US as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.