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 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 $5.72T AUM 30.48% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kestra Private Wealth Services's DINO Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its HF Sinclair (DINO) stake by 3.8% in Q1 2026, selling an estimated $44.7K and leaving 21,086 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #711.

Kestra Private Wealth Services first reported a position in DINO in Q4 2020 and has held it in 5 quarters since. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

Kestra Private Wealth Services held 21,086 shares of HF Sinclair worth $1.32M as of Q1 2026.
Kestra Private Wealth Services sold 825 HF Sinclair shares in Q1 2026, an estimated $44.7K.
HF Sinclair made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #711 holding.
Kestra Private Wealth Services first reported a position in HF Sinclair in Q4 2020 and has held it in 5 quarters since.
644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.