Merit Financial Group’s HF Sinclair DINO Stock Holding History

Merit Financial 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 Q2	$1.93M	Buy	27,759 +202	+0.7%	+$13.4K	0.01%	766
2026 Q1	$1.72M	Buy	27,557 +4,011	+17%	+$217K	0.01%	738
2025 Q4	$1.09M	Sell	23,546 -1,829	-7%	-$94.3K	0.01%	909
2025 Q3	$1.33M	Buy	25,375 +1,058	+4%	+$50.2K	0.01%	725
2025 Q2	$999K	Sell	24,317 -4,272	-15%	-$147K	0.01%	791
2025 Q1	$940K	Buy	28,589 +21,074	+280%	+$739K	0.01%	671
2024 Q4	$263K	Buy	+7,515	New	+$307K	﹤0.01%	975
2024 Q3	–	Sell	-5,471	Closed	-$292K	–	858
2024 Q2	$292K	Buy	+5,471	New	+$308K	0.01%	741

Other funds holding DINO

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

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

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Merit Financial Group's DINO Position: Q2 2026 in Review

Merit Financial Group increased its HF Sinclair (DINO) stake by 0.73% in Q2 2026, buying an estimated $13.4K and bringing the position to 27,759 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #766.

Merit Financial Group first reported a position in DINO in Q2 2024 and has held it in 8 quarters since. 98 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Merit Financial Group held 27,759 shares of HF Sinclair worth $1.93M as of Q2 2026.
Merit Financial Group bought 202 HF Sinclair shares in Q2 2026, an estimated $13.4K.
HF Sinclair made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #766 holding.
Merit Financial Group first reported a position in HF Sinclair in Q2 2024 and has held it in 8 quarters since.
98 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.