Bard Financial Services’s HF Sinclair DINO Stock Holding History

Bard Financial Services’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
2025 Q3	$262K	Hold	5,000	–	–	0.03%	182
2025 Q2	$205K	Buy	+5,000	New	+$172K	0.02%	188
2024 Q4	–	Sell	-5,000	Closed	-$223K	–	209
2024 Q3	$223K	Hold	5,000	–	–	0.03%	190
2024 Q2	$267K	Hold	5,000	–	–	0.03%	190
2024 Q1	$302K	Hold	5,000	–	–	0.03%	188
2023 Q4	$278K	Hold	5,000	–	–	0.03%	194
2023 Q3	$285K	Hold	5,000	–	–	0.04%	182
2023 Q2	$223K	Hold	5,000	–	–	0.02%	286
2023 Q1	$242K	Hold	5,000	–	–	0.02%	277
2022 Q4	$259K	Hold	5,000	–	–	0.02%	259
2022 Q3	$269K	Hold	5,000	–	–	0.03%	245
2022 Q2	$226K	Buy	+5,000	New	+$224K	0.02%	263

Other funds holding DINO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors

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

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

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

AQR Capital Management

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

LSV Asset Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return