Cetera Investment Advisers’s Delek US DK Stock Holding History

Cetera Investment Advisers’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	-7,302	Closed	-$236K	–	4744
2025 Q3	$236K	Sell	7,302 -4,316	-37%	-$113K	﹤0.01%	4033
2025 Q2	$246K	Sell	11,618 -1,069	-8%	-$18K	﹤0.01%	3568
2025 Q1	$191K	Buy	+12,687	New	+$220K	﹤0.01%	3622
2023 Q1	–	Sell	-38,419	Closed	-$1.04M	–	2180
2022 Q4	$1.04M	Buy	+38,419	New	+$1.13M	0.01%	980

Other funds holding DK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFM

ION Fund Management Herzliya $707M AUM

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cetera Investment Advisers's DK Position: Q4 2025 in Review

Cetera Investment Advisers sold out of Delek US (DK) in Q4 2025, closing a stake of 7,302 shares — an estimated $236K sold.

Cetera Investment Advisers first reported a position in DK in Q4 2022 and held it in 4 quarters. The position peaked at $1.04M in Q4 2022. 254 funds tracked by Wall St. Rank hold DK as of Q4 2025.

Cetera Investment Advisers reported no remaining Delek US position as of Q4 2025 after selling out during the quarter.
Cetera Investment Advisers sold 7,302 Delek US shares in Q4 2025, an estimated $236K.
Cetera Investment Advisers first reported a position in Delek US in Q4 2022 and held it in 4 quarters.
Cetera Investment Advisers's Delek US position peaked at $1.04M in Q4 2022.
254 funds tracked by Wall St. Rank held Delek US as of Q4 2025.

Based on Cetera Investment Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.