Global Retirement Partners’s Delek US DK Stock Holding History

Global Retirement Partners’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	$11K	Buy	+371	New	+$13.2K	﹤0.01%	3114
2024 Q3	–	Sell	-160	Closed	-$3.96K	–	3544
2024 Q2	$3.96K	Hold	160	–	–	﹤0.01%	2708
2024 Q1	$4.92K	Hold	160	–	–	﹤0.01%	2402
2023 Q4	$3.93K	Buy	+160	New	+$4.23K	﹤0.01%	2424

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

Global Retirement Partners's DK Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Delek US (DK) in Q4 2025: 371 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #3114 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DK as recently as Q2 2024.

Global Retirement Partners first reported a position in DK in Q4 2023 and has held it in 4 quarters since. 254 funds tracked by Wall St. Rank hold DK as of Q4 2025.

Global Retirement Partners held 371 shares of Delek US worth $11K as of Q4 2025.
Delek US was a new Global Retirement Partners position in Q4 2025.
Delek US made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3114 holding.
Global Retirement Partners first reported a position in Delek US in Q4 2023 and has held it in 4 quarters since.
254 funds tracked by Wall St. Rank held Delek US as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.