Atria Investments’s HF Sinclair DINO Stock Holding History

Atria Investments’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 Q1	$982K	Sell	15,735 -1,477	-9%	-$80K	0.01%	1064
2025 Q4	$793K	Buy	+17,212	New	+$887K	0.01%	1189
2024 Q3	–	Sell	-4,829	Closed	-$258K	–	1929
2024 Q2	$258K	Buy	+4,829	New	+$272K	﹤0.01%	1677
2020 Q1	–	Sell	-14,342	Closed	-$727K	–	691
2019 Q4	$727K	Buy	+14,342	New	+$760K	0.02%	656
2018 Q4	–	Sell	-3,316	Closed	-$232K	–	909
2018 Q3	$232K	Sell	3,316 -2,523	-43%	-$178K	0.01%	872
2018 Q2	$400K	Buy	+5,839	New	+$389K	0.02%	645
2014 Q3	–	Sell	-25,063	Closed	-$1.09M	–	461
2014 Q2	$1.09M	Sell	25,063 -6,502	-21%	-$319K	0.11%	159
2014 Q1	$1.5M	Buy	31,565 +5,734	+22%	+$271K	0.15%	120
2013 Q4	$1.28M	Buy	+25,831	New	+$1.18M	0.13%	138

Other funds holding DINO

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

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Atria Investments's DINO Position: Q1 2026 in Review

Atria Investments reduced its HF Sinclair (DINO) stake by 8.6% in Q1 2026, selling an estimated $80K and leaving 15,735 shares worth $982K. The position accounts for 0.01% of the portfolio, ranked #1064.

Atria Investments first reported a position in DINO in Q4 2013 and has held it in 9 quarters since. The position peaked at $1.5M in Q1 2014. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

Atria Investments held 15,735 shares of HF Sinclair worth $982K as of Q1 2026.
Atria Investments sold 1,477 HF Sinclair shares in Q1 2026, an estimated $80K.
HF Sinclair made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1064 holding.
Atria Investments first reported a position in HF Sinclair in Q4 2013 and has held it in 9 quarters since.
Atria Investments's HF Sinclair position peaked at $1.5M in Q1 2014.
644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.