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Bay Harbor Wealth Management’s HF Sinclair DINO Stock Holding History

Bay Harbor 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 		$3K Buy
43
+11
+34% +$731 ﹤0.01% 552
2026
Q1 		$2K Buy
32
+12
+60% +$650 ﹤0.01% 569
2025
Q4 		$921 Buy
20
+8
+67% +$412 ﹤0.01% 665
2025
Q3 		$628 Buy
12
+10
+500% +$474 ﹤0.01% 648
2025
Q2 		$82 Buy
+2
New +$69 ﹤0.01% 1137

Other funds holding DINO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bay Harbor Wealth Management's DINO Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its HF Sinclair (DINO) stake by 34% in Q2 2026, buying an estimated $731 and bringing the position to 43 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Bay Harbor Wealth Management first reported a position in DINO in Q2 2025 and has held it in 5 quarters since. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Bay Harbor Wealth Management held 43 shares of HF Sinclair worth $3K as of Q2 2026.
  • Bay Harbor Wealth Management bought 11 HF Sinclair shares in Q2 2026, an estimated $731.
  • HF Sinclair made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #552 holding.
  • Bay Harbor Wealth Management first reported a position in HF Sinclair in Q2 2025 and has held it in 5 quarters since.
  • 682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.