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Beaird Harris Wealth Management’s HF Sinclair DINO Stock Holding History

Beaird Harris 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 		$555 Hold
8
– – ﹤0.01% 598
2026
Q1 		$497 Hold
8
– – ﹤0.01% 568
2025
Q4 		$367 Hold
8
– – ﹤0.01% 613
2025
Q3 		$417 Buy
+8
New +$379 ﹤0.01% 625

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

Beaird Harris Wealth Management's DINO Position: Q2 2026 in Review

Beaird Harris Wealth Management held its HF Sinclair (DINO) position steady in Q2 2026 at 8 shares worth $555. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Beaird Harris Wealth Management first reported a position in DINO in Q3 2025 and has held it in 4 quarters since. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Beaird Harris Wealth Management held 8 shares of HF Sinclair worth $555 as of Q2 2026.
  • Beaird Harris Wealth Management left its HF Sinclair share count unchanged in Q2 2026.
  • HF Sinclair made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #598 holding.
  • Beaird Harris Wealth Management first reported a position in HF Sinclair in Q3 2025 and has held it in 4 quarters since.
  • 682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.