Steward Partners Investment Advisory’s Delek US DK Stock Holding History

Steward Partners Investment Advisory’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 Q1	$1.95M	Buy	43,336 +355	+0.8%	+$12.7K	0.01%	862
2025 Q4	$1.27M	Buy	42,981 +42,945	+119,292%	+$1.53M	0.01%	954
2025 Q3	$1.16K	Buy	+36	New	+$940	﹤0.01%	4030
2020 Q4	–	Sell	-600	Closed	-$7K	–	2905
2020 Q3	$7K	Hold	600	–	–	﹤0.01%	2247
2020 Q2	$10K	Buy	+600	New	+$11.5K	﹤0.01%	2032
2018 Q4	–	Sell	-29	Closed	-$1K	–	1081
2018 Q3	$1K	Hold	29	–	–	﹤0.01%	2482
2018 Q2	$1K	Buy	+29	New	+$1.44K	﹤0.01%	2334

Other funds holding DK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Partners Investment Advisory's DK Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Delek US (DK) stake by 0.83% in Q1 2026, buying an estimated $12.7K and bringing the position to 43,336 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #862.

Steward Partners Investment Advisory first reported a position in DK in Q2 2018 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold DK as of Q1 2026.

Steward Partners Investment Advisory held 43,336 shares of Delek US worth $1.95M as of Q1 2026.
Steward Partners Investment Advisory bought 355 Delek US shares in Q1 2026, an estimated $12.7K.
Delek US made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #862 holding.
Steward Partners Investment Advisory first reported a position in Delek US in Q2 2018 and has held it in 7 quarters since.
276 funds tracked by Wall St. Rank held Delek US as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.