AE Wealth Management’s HF Sinclair DINO Stock Holding History

AE Wealth Management’s Portfolio DINO Stock Details DINO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$424K	Buy	6,095 +1,724	+39%	+$115K	﹤0.01%	1308
2026 Q1	$273K	Buy	+4,371	New	+$237K	﹤0.01%	1436
2025 Q1	–	Sell	-9,461	Closed	-$332K	–	2181
2024 Q4	$332K	Buy	9,461 +1,612	+21%	+$65.9K	﹤0.01%	1054
2024 Q3	$350K	Sell	7,849 -3,129	-29%	-$149K	﹤0.01%	979
2024 Q2	$586K	Buy	10,978 +5,309	+94%	+$299K	0.01%	843
2024 Q1	$342K	Sell	5,669 -3,096	-35%	-$176K	﹤0.01%	927
2023 Q4	$484K	Sell	8,765 -379	-4%	-$20.7K	﹤0.01%	1455
2023 Q3	$521K	Buy	+9,144	New	+$497K	﹤0.01%	1355
2023 Q2	–	Sell	-5,088	Closed	-$246K	–	1936
2023 Q1	$246K	Buy	5,088 +113	+2%	+$5.87K	﹤0.01%	1640
2022 Q4	$258K	Buy	4,975 +402	+9%	+$23.1K	﹤0.01%	1568
2022 Q3	$246K	Buy	+4,573	New	+$226K	﹤0.01%	1546
2022 Q1	–	Sell	-9,995	Closed	-$328K	–	1709
2021 Q4	$328K	Sell	9,995 -648	-6%	-$21.8K	﹤0.01%	1412
2021 Q3	$353K	Buy	10,643 +747	+8%	+$22.7K	﹤0.01%	1297
2021 Q2	$326K	Sell	9,896 -2,298	-19%	-$79.9K	﹤0.01%	1310
2021 Q1	$436K	Buy	+12,194	New	+$407K	﹤0.01%	1084

Other funds holding DINO

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

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

AE Wealth Management's DINO Position: Q2 2026 in Review

AE Wealth Management increased its HF Sinclair (DINO) stake by 39% in Q2 2026, buying an estimated $115K and bringing the position to 6,095 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

AE Wealth Management first reported a position in DINO in Q1 2021 and has held it in 15 quarters since. The position peaked at $586K in Q2 2024. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

AE Wealth Management held 6,095 shares of HF Sinclair worth $424K as of Q2 2026.
AE Wealth Management bought 1,724 HF Sinclair shares in Q2 2026, an estimated $115K.
HF Sinclair made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1308 holding.
AE Wealth Management first reported a position in HF Sinclair in Q1 2021 and has held it in 15 quarters since.
AE Wealth Management's HF Sinclair position peaked at $586K in Q2 2024.
682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.