Principal Securities
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Principal Securities’s Delek Logistics DKL Stock Holding History

Principal Securities’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
Q4 		– Sell
-1,635
Closed -$74.5K – 1881
2025
Q3 		$74.5K Buy
1,635
+245
+18% +$10.8K ﹤0.01% 1750
2025
Q2 		$59.7K Buy
+1,390
New +$56.4K ﹤0.01% 1785

Other funds holding DKL

ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Principal Securities's DKL Position: Q4 2025 in Review

Principal Securities sold out of Delek Logistics (DKL) in Q4 2025, closing a stake of 1,635 shares — an estimated $74.5K sold.

Principal Securities first reported a position in DKL in Q2 2025 and held it in 2 quarters. The position peaked at $74.5K in Q3 2025. 77 funds tracked by Wall St. Rank hold DKL as of Q4 2025.

  • Principal Securities reported no remaining Delek Logistics position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,635 Delek Logistics shares in Q4 2025, an estimated $74.5K.
  • Principal Securities first reported a position in Delek Logistics in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Delek Logistics position peaked at $74.5K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Delek Logistics as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.