MFG
DK icon

Merit Financial Group’s Delek US DK Stock Holding History

Merit Financial Group’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
Q2 		$310K Buy
6,100
+165
+3% +$7.32K ﹤0.01% 1791
2026
Q1 		$267K Buy
+5,935
New +$212K ﹤0.01% 1729
2025
Q4 		– Sell
-6,797
Closed -$219K – 1969
2025
Q3 		$219K Buy
+6,797
New +$178K ﹤0.01% 1618

Other funds holding DK

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group's DK Position: Q2 2026 in Review

Merit Financial Group increased its Delek US (DK) stake by 2.8% in Q2 2026, buying an estimated $7.32K and bringing the position to 6,100 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Merit Financial Group first reported a position in DK in Q3 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold DK as of Q2 2026.

  • Merit Financial Group held 6,100 shares of Delek US worth $310K as of Q2 2026.
  • Merit Financial Group bought 165 Delek US shares in Q2 2026, an estimated $7.32K.
  • Delek US made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1791 holding.
  • Merit Financial Group first reported a position in Delek US in Q3 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Delek US as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.