Kaufman Rossin Wealth’s HF Sinclair DINO Stock Holding History

Kaufman Rossin Wealth’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	$437K	Hold	5,638	–	–	0.21%	54
2026 Q1	$352K	Sell	5,638 -2,539	-31%	-$138K	0.2%	58
2025 Q4	$377K	Hold	8,177	–	–	0.2%	75
2025 Q3	$428K	Buy	8,177 +62	+0.8%	+$2.94K	0.23%	61
2025 Q2	$333K	Sell	8,115 -4,041	-33%	-$139K	0.21%	71
2025 Q1	$400K	Buy	+12,156	New	+$426K	0.29%	58

Other funds holding DINO

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

HAI

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Kaufman Rossin Wealth's DINO Position: Q2 2026 in Review

Kaufman Rossin Wealth held its HF Sinclair (DINO) position steady in Q2 2026 at 5,638 shares worth $437K. The position accounts for 0.21% of the portfolio, ranked #54.

Kaufman Rossin Wealth first reported a position in DINO in Q1 2025 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Kaufman Rossin Wealth held 5,638 shares of HF Sinclair worth $437K as of Q2 2026.
Kaufman Rossin Wealth left its HF Sinclair share count unchanged in Q2 2026.
HF Sinclair made up 0.21% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #54 holding.
Kaufman Rossin Wealth first reported a position in HF Sinclair in Q1 2025 and has held it in 6 quarters since.
147 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.