Mather Group’s HF Sinclair DINO Stock Holding History

Mather Group’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 Q3	$20.2K	Buy	188 +117	+165%	+$11.1K	﹤0.01%	1436
2026 Q2	$4.94K	Hold	71	–	–	﹤0.01%	1623
2026 Q1	$4.43K	Buy	+71	New	+$3.85K	﹤0.01%	1594
2025 Q4	–	Sell	-88	Closed	-$4.61K	–	897
2025 Q3	$4.61K	Buy	+88	New	+$4.17K	﹤0.01%	1408
2025 Q2	–	Sell	-1,218	Closed	-$40K	–	893
2025 Q1	$40K	Sell	1,218 -61	-5%	-$2.14K	﹤0.01%	936
2024 Q4	$44.8K	Buy	1,279 +35	+3%	+$1.43K	﹤0.01%	898
2024 Q3	$55.4K	Sell	1,244 -73	-6%	-$3.48K	﹤0.01%	859
2024 Q2	$79.5K	Buy	1,317 +19	+1%	+$1.07K	﹤0.01%	874
2024 Q1	$72.1K	Buy	+1,298	New	+$73.8K	﹤0.01%	791
2023 Q1	–	Sell	-5,964	Closed	-$309K	–	513
2022 Q4	$309K	Sell	5,964 -768	-11%	-$44.2K	0.01%	383
2022 Q3	$362K	Buy	+6,732	New	+$333K	0.01%	332

Other funds holding DINO

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Mather Group's DINO Position: Q3 2026 in Review

Mather Group increased its HF Sinclair (DINO) stake by 165% in Q3 2026, buying an estimated $11.1K and bringing the position to 188 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Mather Group first reported a position in DINO in Q3 2022 and has held it in 11 quarters since. The position peaked at $362K in Q3 2022. 158 funds tracked by Wall St. Rank hold DINO as of Q3 2026.

Mather Group held 188 shares of HF Sinclair worth $20.2K as of Q3 2026.
Mather Group bought 117 HF Sinclair shares in Q3 2026, an estimated $11.1K.
HF Sinclair made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1436 holding.
Mather Group first reported a position in HF Sinclair in Q3 2022 and has held it in 11 quarters since.
Mather Group's HF Sinclair position peaked at $362K in Q3 2022.
158 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.