Diversified Trust’s HF Sinclair DINO Stock Holding History

Diversified Trust’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	$394K	Buy	5,656 +243	+4%	+$16.2K	0.01%	830
2026 Q1	$338K	Sell	5,413 -40,096	-88%	-$2.17M	0.01%	809
2025 Q4	$2.1M	Hold	45,509	–	–	0.04%	254
2025 Q3	$2.38M	Buy	45,509 +30,901	+212%	+$1.46M	0.05%	220
2025 Q2	$600K	Buy	+14,608	New	+$503K	0.01%	541
2023 Q2	–	Sell	-5,969	Closed	-$289K	–	846
2023 Q1	$289K	Buy	+5,969	New	+$310K	0.01%	634

Other funds holding DINO

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

AWS

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Diversified Trust's DINO Position: Q2 2026 in Review

Diversified Trust increased its HF Sinclair (DINO) stake by 4.5% in Q2 2026, buying an estimated $16.2K and bringing the position to 5,656 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #830.

Diversified Trust first reported a position in DINO in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.38M in Q3 2025. 79 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Diversified Trust held 5,656 shares of HF Sinclair worth $394K as of Q2 2026.
Diversified Trust bought 243 HF Sinclair shares in Q2 2026, an estimated $16.2K.
HF Sinclair made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #830 holding.
Diversified Trust first reported a position in HF Sinclair in Q1 2023 and has held it in 6 quarters since.
Diversified Trust's HF Sinclair position peaked at $2.38M in Q3 2025.
79 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.