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Integrated Wealth Concepts’s HF Sinclair DINO Stock Holding History

Integrated Wealth Concepts’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
Q1 		$764K Buy
12,241
+7,444
+155% +$403K 0.01% 1270
2025
Q4 		$221K Sell
4,797
-4,343
-48% -$224K ﹤0.01% 1467
2025
Q3 		$478K Sell
9,140
-361
-4% -$17.1K ﹤0.01% 1370
2025
Q2 		$390K Buy
+9,501
New +$327K ﹤0.01% 1414

Other funds holding DINO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Integrated Wealth Concepts's DINO Position: Q1 2026 in Review

Integrated Wealth Concepts increased its HF Sinclair (DINO) stake by 155% in Q1 2026, buying an estimated $403K and bringing the position to 12,241 shares worth $764K. The position accounts for 0.01% of the portfolio, ranked #1270.

Integrated Wealth Concepts first reported a position in DINO in Q2 2025 and has held it in 4 quarters since. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

  • Integrated Wealth Concepts held 12,241 shares of HF Sinclair worth $764K as of Q1 2026.
  • Integrated Wealth Concepts bought 7,444 HF Sinclair shares in Q1 2026, an estimated $403K.
  • HF Sinclair made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1270 holding.
  • Integrated Wealth Concepts first reported a position in HF Sinclair in Q2 2025 and has held it in 4 quarters since.
  • 644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.