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Garton & Associates Financial Advisors’s Delek US DK Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-207
Closed -$6.15K – 270
2025
Q4 		$6.15K Buy
+207
New +$7.39K ﹤0.01% 948

Other funds holding DK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Garton & Associates Financial Advisors's DK Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Delek US (DK) in Q1 2026, closing a stake of 207 shares — an estimated $6.15K sold.

Garton & Associates Financial Advisors first reported a position in DK in Q4 2025 and held it in 1 quarter. The position peaked at $6.15K in Q4 2025. 278 funds tracked by Wall St. Rank hold DK as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Delek US position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 207 Delek US shares in Q1 2026, an estimated $6.15K.
  • Garton & Associates Financial Advisors first reported a position in Delek US in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Delek US position peaked at $6.15K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Delek US as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.