Larson Financial Group’s Delek Logistics DKL Stock Holding History

Larson Financial Group’s Portfolio DKL Stock Details DKL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-300	Closed	-$12.9K	–	3501
2025 Q2	$12.9K	Buy	+300	New	+$12.2K	﹤0.01%	1691

Other funds holding DKL

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Larson Financial Group's DKL Position: Q3 2025 in Review

Larson Financial Group sold out of Delek Logistics (DKL) in Q3 2025, closing a stake of 300 shares — an estimated $12.9K sold.

Larson Financial Group first reported a position in DKL in Q2 2025 and held it in 1 quarter. The position peaked at $12.9K in Q2 2025. 85 funds tracked by Wall St. Rank hold DKL as of Q3 2025.

Larson Financial Group reported no remaining Delek Logistics position as of Q3 2025 after selling out during the quarter.
Larson Financial Group sold 300 Delek Logistics shares in Q3 2025, an estimated $12.9K.
Larson Financial Group first reported a position in Delek Logistics in Q2 2025 and held it in 1 quarter.
Larson Financial Group's Delek Logistics position peaked at $12.9K in Q2 2025.
85 funds tracked by Wall St. Rank held Delek Logistics as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.