Kestra Private Wealth Services’s HF Sinclair DINO Stock Holding History

Kestra Private Wealth Services’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	$1.45M	Sell	20,785 -301	-1%	-$20K	0.02%	714
2026 Q1	$1.32M	Sell	21,086 -825	-4%	-$44.7K	0.02%	711
2025 Q4	$1.01M	Buy	21,911 +14,935	+214%	+$770K	0.01%	802
2025 Q3	$365K	Buy	+6,976	New	+$331K	﹤0.01%	1255
2021 Q2	–	Sell	-8,200	Closed	-$293K	–	891
2021 Q1	$293K	Hold	8,200	–	–	0.02%	603
2020 Q4	$214K	Buy	+8,200	New	+$186K	0.02%	648

Other funds holding DINO

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

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Kestra Private Wealth Services's DINO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its HF Sinclair (DINO) stake by 1.4% in Q2 2026, selling an estimated $20K and leaving 20,785 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #714.

Kestra Private Wealth Services first reported a position in DINO in Q4 2020 and has held it in 6 quarters since. 687 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Kestra Private Wealth Services held 20,785 shares of HF Sinclair worth $1.45M as of Q2 2026.
Kestra Private Wealth Services sold 301 HF Sinclair shares in Q2 2026, an estimated $20K.
HF Sinclair made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #714 holding.
Kestra Private Wealth Services first reported a position in HF Sinclair in Q4 2020 and has held it in 6 quarters since.
687 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.