Position in DAL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,857,314
+$1,672,363 QoQ
Shares Held
163,317
+23.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 29.619945452389423.ToString("F0")%
Shared 0.ToString("F0")%
None 70.38005454761058.ToString("F0")%
Common Shares in DAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026Focus Partners Wealth holds $19,850,898 across 7 Airlines names. DAL ranks #1 (54.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
This page
|
163,317 | $10,857,314 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
66,910 | $6,160,403 | |
| 3 | RYAAY |
Ryanair Holdings PLC
|
17,077 | $987,050 | |
| 4 | ALK |
Alaska Air Group, Inc.
|
20,453 | $752,261 | |
| 5 | LUV |
Southwest Airlines Co
|
19,162 | $719,916 | |
| 6 | CPA |
Copa Holdings, S.A.
|
2,394 | $271,982 | |
| 7 | SRFM |
Surf Air Mobility Inc.
|
88,672 | $101,972 |
All Filings in DAL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $2,276,857 | 37,634 | Shares | Sole | 2025-05-29 | |
| 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. | ||||||