Cornerstone Planning Group’s HF Sinclair DINO Stock Holding History

Cornerstone Planning Group’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	$12K	Hold	132	–	–	﹤0.01%	834
2026 Q1	$9.77K	Sell	132 -5	-4%	-$271	﹤0.01%	896
2025 Q4	$6.95K	Buy	137 +111	+427%	+$5.72K	﹤0.01%	887
2025 Q3	$1.35K	Buy	26 +1	+4%	+$47	﹤0.01%	1244
2025 Q2	$1.11K	Sell	25 -27	-52%	-$930	﹤0.01%	1092
2025 Q1	$1.56K	Buy	+52	New	+$1.82K	﹤0.01%	1039

Other funds holding DINO

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NIG

NFJ Investment Group Dallas, Texas $2.96B AUM 49.92% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

Cornerstone Planning Group's DINO Position: Q2 2026 in Review

Cornerstone Planning Group held its HF Sinclair (DINO) position steady in Q2 2026 at 132 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

Cornerstone Planning Group first reported a position in DINO in Q1 2025 and has held it in 6 quarters since. 374 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Cornerstone Planning Group held 132 shares of HF Sinclair worth $12K as of Q2 2026.
Cornerstone Planning Group left its HF Sinclair share count unchanged in Q2 2026.
HF Sinclair made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #834 holding.
Cornerstone Planning Group first reported a position in HF Sinclair in Q1 2025 and has held it in 6 quarters since.
374 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.