Williamson Legacy Group’s Delek US DK Stock Holding History

Williamson Legacy Group’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	–	Sell	-36,904	Closed	-$1.09M	–	90
2025 Q4	$1.09M	Buy	+36,904	New	+$1.32M	0.86%	51

Other funds holding DK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

RRAM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Williamson Legacy Group's DK Position: Q1 2026 in Review

Williamson Legacy Group sold out of Delek US (DK) in Q1 2026, closing a stake of 36,904 shares — an estimated $1.09M sold.

Williamson Legacy Group first reported a position in DK in Q4 2025 and held it in 1 quarter. The position peaked at $1.09M in Q4 2025. 278 funds tracked by Wall St. Rank hold DK as of Q1 2026.

Williamson Legacy Group reported no remaining Delek US position as of Q1 2026 after selling out during the quarter.
Williamson Legacy Group sold 36,904 Delek US shares in Q1 2026, an estimated $1.09M.
Williamson Legacy Group first reported a position in Delek US in Q4 2025 and held it in 1 quarter.
Williamson Legacy Group's Delek US position peaked at $1.09M in Q4 2025.
278 funds tracked by Wall St. Rank held Delek US as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.