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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bard Financial Services's DINO Position: Q3 2025 in Review

Bard Financial Services held its HF Sinclair (DINO) position steady in Q3 2025 at 5,000 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #182.

Bard Financial Services first reported a position in DINO in Q2 2022 and has held it in 12 quarters since. The position peaked at $302K in Q1 2024. 597 funds tracked by Wall St. Rank hold DINO as of Q3 2025.

Bard Financial Services held 5,000 shares of HF Sinclair worth $262K as of Q3 2025.
Bard Financial Services left its HF Sinclair share count unchanged in Q3 2025.
HF Sinclair made up 0.03% of Bard Financial Services's portfolio in Q3 2025, its #182 holding.
Bard Financial Services first reported a position in HF Sinclair in Q2 2022 and has held it in 12 quarters since.
Bard Financial Services's HF Sinclair position peaked at $302K in Q1 2024.
597 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.