Plan Group Financial’s Delek Logistics DKL Stock Holding History

Plan Group Financial’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
2026 Q1	–	Sell	-10,250	Closed	-$457K	–	235
2025 Q4	$457K	Sell	10,250 -6,000	-37%	-$269K	0.12%	124
2025 Q3	$740K	Buy	16,250 +1,000	+7%	+$44.2K	0.2%	102
2025 Q2	$655K	Sell	15,250 -9,950	-39%	-$404K	0.22%	98
2025 Q1	$1.09M	Buy	+25,200	New	+$1.07M	0.39%	68

Other funds holding DKL

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

Plan Group Financial's DKL Position: Q1 2026 in Review

Plan Group Financial sold out of Delek Logistics (DKL) in Q1 2026, closing a stake of 10,250 shares — an estimated $457K sold.

Plan Group Financial first reported a position in DKL in Q1 2025 and held it in 4 quarters. The position peaked at $1.09M in Q1 2025. 82 funds tracked by Wall St. Rank hold DKL as of Q1 2026.

Plan Group Financial reported no remaining Delek Logistics position as of Q1 2026 after selling out during the quarter.
Plan Group Financial sold 10,250 Delek Logistics shares in Q1 2026, an estimated $457K.
Plan Group Financial first reported a position in Delek Logistics in Q1 2025 and held it in 4 quarters.
Plan Group Financial's Delek Logistics position peaked at $1.09M in Q1 2025.
82 funds tracked by Wall St. Rank held Delek Logistics as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.