Root Financial Partners
DK icon

Root Financial Partners’s Delek US DK Stock Holding History

Root Financial Partners’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
Q3 		$2.64K Buy
+37
New +$2.47K ﹤0.01% 2509
2026
Q2 		– Sell
-38
Closed -$1.71K – 1127
2026
Q1 		$1.71K Buy
+38
New +$1.36K ﹤0.01% 2380

Other funds holding DK

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Dymon Asia Capital (Singapore)
Dymon Asia Capital (Singapore) Singapore $2.21B AUM 109.09% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Root Financial Partners's DK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Delek US (DK) in Q3 2026: 37 shares worth $2.64K. The stake represents ﹤0.01% of the portfolio and ranks #2509 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DK as recently as Q1 2026.

Root Financial Partners first reported a position in DK in Q1 2026 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold DK as of Q3 2026.

  • Root Financial Partners held 37 shares of Delek US worth $2.64K as of Q3 2026.
  • Delek US was a new Root Financial Partners position in Q3 2026.
  • Delek US made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2509 holding.
  • Root Financial Partners first reported a position in Delek US in Q1 2026 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held Delek US as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.