Plan Group Financial’s HF Sinclair DINO Stock Holding History

Plan Group Financial’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	–	Sell	-5,985	Closed	-$373K	–	255
2026 Q1	$373K	Buy	+5,985	New	+$324K	0.09%	143

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

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

Plan Group Financial sold out of HF Sinclair (DINO) in Q2 2026, closing a stake of 5,985 shares — an estimated $373K sold.

Plan Group Financial first reported a position in DINO in Q1 2026 and held it in 1 quarter. The position peaked at $373K in Q1 2026. 687 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Plan Group Financial reported no remaining HF Sinclair position as of Q2 2026 after selling out during the quarter.
Plan Group Financial sold 5,985 HF Sinclair shares in Q2 2026, an estimated $373K.
Plan Group Financial first reported a position in HF Sinclair in Q1 2026 and held it in 1 quarter.
Plan Group Financial's HF Sinclair position peaked at $373K in Q1 2026.
687 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.