Raymond James Financial
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Raymond James Financial’s Delek Logistics DKL Stock Holding History

Raymond James 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 		$12.7M Buy
255,230
+9,763
+4% +$502K ﹤0.01% 1817
2025
Q4 		$11M Buy
245,467
+17,377
+8% +$780K ﹤0.01% 1891
2025
Q3 		$10.4M Buy
228,090
+23,054
+11% +$1.02M ﹤0.01% 1892
2025
Q2 		$8.81M Buy
205,036
+48,284
+31% +$1.96M ﹤0.01% 1970
2025
Q1 		$6.78M Buy
156,752
+13,580
+9% +$577K ﹤0.01% 2110
2024
Q4 		$6.05M Buy
+143,172
New +$5.71M ﹤0.01% 2198

Other funds holding DKL

AA
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 $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Raymond James Financial's DKL Position: Q1 2026 in Review

Raymond James Financial increased its Delek Logistics (DKL) stake by 4% in Q1 2026, buying an estimated $502K and bringing the position to 255,230 shares worth $12.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Raymond James Financial first reported a position in DKL in Q4 2024 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold DKL as of Q1 2026.

  • Raymond James Financial held 255,230 shares of Delek Logistics worth $12.7M as of Q1 2026.
  • Raymond James Financial bought 9,763 Delek Logistics shares in Q1 2026, an estimated $502K.
  • Delek Logistics made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1817 holding.
  • Raymond James Financial first reported a position in Delek Logistics in Q4 2024 and has held it in 6 quarters since.
  • 82 funds tracked by Wall St. Rank held Delek Logistics as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.