Plan Group Financial
DKL icon

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
Q3 		$792K Buy
+13,850
New +$771K 0.16% 97
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

Castellan Group
Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Novem Group
Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Davidson Trust Company
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Plan Group Financial's DKL Position: Q3 2026 in Review

Plan Group Financial opened a new position in Delek Logistics (DKL) in Q3 2026: 13,850 shares worth $792K. The stake represents 0.16% of the portfolio and ranks #97 among its holdings. This is a return to the name: Plan Group Financial previously reported a position in DKL as recently as Q4 2025.

Plan Group Financial first reported a position in DKL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q1 2025. 15 funds tracked by Wall St. Rank hold DKL as of Q3 2026.

  • Plan Group Financial held 13,850 shares of Delek Logistics worth $792K as of Q3 2026.
  • Delek Logistics was a new Plan Group Financial position in Q3 2026.
  • Delek Logistics made up 0.16% of Plan Group Financial's portfolio in Q3 2026, its #97 holding.
  • Plan Group Financial first reported a position in Delek Logistics in Q1 2025 and has held it in 5 quarters since.
  • Plan Group Financial's Delek Logistics position peaked at $1.09M in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Delek Logistics as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.