IWC
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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
Q2 		$822K Sell
11,800
-441
-4% -$29.3K 0.01% 1346
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 $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 40.89% 1-Year Est. Return

Integrated Wealth Concepts's DINO Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its HF Sinclair (DINO) stake by 3.6% in Q2 2026, selling an estimated $29.3K and leaving 11,800 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #1346.

Integrated Wealth Concepts first reported a position in DINO in Q2 2025 and has held it in 5 quarters since. 687 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Integrated Wealth Concepts held 11,800 shares of HF Sinclair worth $822K as of Q2 2026.
  • Integrated Wealth Concepts sold 441 HF Sinclair shares in Q2 2026, an estimated $29.3K.
  • HF Sinclair made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1346 holding.
  • Integrated Wealth Concepts first reported a position in HF Sinclair in Q2 2025 and has held it in 5 quarters since.
  • 687 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.