LC
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Lindbrook Capital’s Delek Logistics DKL Stock Holding History

Lindbrook Capital’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
Q1 		$151K Sell
3,500
-1,500
-30% -$63.8K 0.01% 507
2024
Q4 		$211K Hold
5,000
– – 0.02% 378
2024
Q3 		$219K Buy
+5,000
New +$204K 0.02% 371

Other funds holding DKL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Lindbrook Capital's DKL Position: Q1 2025 in Review

Lindbrook Capital reduced its Delek Logistics (DKL) stake by 30% in Q1 2025, selling an estimated $63.8K and leaving 3,500 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #507.

Lindbrook Capital first reported a position in DKL in Q3 2024 and has held it in 3 quarters since. The position peaked at $219K in Q3 2024. 84 funds tracked by Wall St. Rank hold DKL as of Q1 2025.

  • Lindbrook Capital held 3,500 shares of Delek Logistics worth $151K as of Q1 2025.
  • Lindbrook Capital sold 1,500 Delek Logistics shares in Q1 2025, an estimated $63.8K.
  • Delek Logistics made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #507 holding.
  • Lindbrook Capital first reported a position in Delek Logistics in Q3 2024 and has held it in 3 quarters since.
  • Lindbrook Capital's Delek Logistics position peaked at $219K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Delek Logistics as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.