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Equitable Trust’s Delek US DK Stock Holding History

Equitable Trust’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
2026
Q3 		– Sell
-4,692
Closed -$238K – 449
2026
Q2 		$238K Hold
4,692
– – 0.01% 429
2026
Q1 		$211K Sell
4,692
-2,957
-39% -$106K 0.01% 451
2025
Q4 		$227K Sell
7,649
-5,044
-40% -$180K 0.01% 416
2025
Q3 		$410K Sell
12,693
-4,242
-25% -$111K 0.02% 352
2025
Q2 		$359K Buy
16,935
+407
+2% +$6.84K 0.02% 354
2025
Q1 		$249K Sell
16,528
-1,897
-10% -$32.8K 0.01% 433
2024
Q4 		$341K Buy
+18,425
New +$330K 0.02% 395

Other funds holding DK

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Equitable Trust's DK Position: Q3 2026 in Review

Equitable Trust sold out of Delek US (DK) in Q3 2026, closing a stake of 4,692 shares — an estimated $238K sold.

Equitable Trust first reported a position in DK in Q4 2024 and held it in 7 quarters. The position peaked at $410K in Q3 2025. 26 funds tracked by Wall St. Rank hold DK as of Q3 2026.

  • Equitable Trust reported no remaining Delek US position as of Q3 2026 after selling out during the quarter.
  • Equitable Trust sold 4,692 Delek US shares in Q3 2026, an estimated $238K.
  • Equitable Trust first reported a position in Delek US in Q4 2024 and held it in 7 quarters.
  • Equitable Trust's Delek US position peaked at $410K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Delek US as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.