FFA
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Farther Finance Advisors’s Delek US DK Stock Holding History

Farther Finance 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
2026
Q3 		$249K Buy
3,489
+352
+11% +$23.5K ﹤0.01% 2119
2026
Q2 		$159K Sell
3,137
-493
-14% -$21.9K ﹤0.01% 2409
2026
Q1 		$161K Sell
3,630
-406
-10% -$14.5K ﹤0.01% 2173
2025
Q4 		$120K Sell
4,036
-378
-9% -$13.5K ﹤0.01% 2224
2025
Q3 		$142K Sell
4,414
-1,527
-26% -$39.9K ﹤0.01% 1822
2025
Q2 		$126K Sell
5,941
-1,177
-17% -$19.8K ﹤0.01% 1643
2025
Q1 		$110K Buy
7,118
+3,105
+77% +$53.8K ﹤0.01% 1496
2024
Q4 		$74.2K Sell
4,013
-3,720
-48% -$66.6K ﹤0.01% 1451
2024
Q3 		$145K Buy
7,733
+1,508
+24% +$31.9K 0.01% 1138
2024
Q2 		$155K Buy
6,225
+4,831
+347% +$134K 0.01% 948
2024
Q1 		$42.8K Buy
1,394
+8
+0.6% +$217 ﹤0.01% 1241
2023
Q4 		$35.8K Buy
1,386
+381
+38% +$10.1K ﹤0.01% 1148
2023
Q3 		$28.6K Buy
+1,005
New +$27.1K ﹤0.01% 982

Other funds holding DK

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's DK Position: Q3 2026 in Review

Farther Finance Advisors increased its Delek US (DK) stake by 11% in Q3 2026, buying an estimated $23.5K and bringing the position to 3,489 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Farther Finance Advisors first reported a position in DK in Q3 2023 and has held it in 13 quarters since. 12 funds tracked by Wall St. Rank hold DK as of Q3 2026.

  • Farther Finance Advisors held 3,489 shares of Delek US worth $249K as of Q3 2026.
  • Farther Finance Advisors bought 352 Delek US shares in Q3 2026, an estimated $23.5K.
  • Delek US made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2119 holding.
  • Farther Finance Advisors first reported a position in Delek US in Q3 2023 and has held it in 13 quarters since.
  • 12 funds tracked by Wall St. Rank held Delek US as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.