Position in DAL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,995,535
+$5,138,221 QoQ
Shares Held
170,783
+4.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#172
of 1,515 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $30,767,412 across 7 Airlines names. DAL ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
This page
|
170,783 | $15,995,535 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
73,663 | $10,017,431 | |
| 3 | RYAAY |
Ryanair Holdings PLC
|
26,807 | $1,735,753 | |
| 4 | CPA |
Copa Holdings, S.A.
|
11,067 | $1,721,693 | |
| 5 | LUV |
Southwest Airlines Co
|
17,971 | $924,068 | |
| 6 | JBLU |
Jetblue Airways Corp
|
47,168 | $270,272 | |
| 7 | SRFM |
Surf Air Mobility Inc.
|
88,500 | $102,660 |
All Filings in DAL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,995,535 | 170,783 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,857,314 | 163,317 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,184,951 | 132,348 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,159,499 | 55,674 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,691,916 | 54,736 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,999,583 | 45,862 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $2,170,619 | 35,878 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $989,084 | 19,474 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,703,780 | 162,390 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,133,900 | 44,577 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||