RWS
DINO icon

Retirement Wealth Solutions’s HF Sinclair DINO Stock Holding History

Retirement Wealth Solutions’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 		$3.54K Hold
33
– – ﹤0.01% 463
2026
Q2 		$2.3K Buy
33
+7
+27% +$465 ﹤0.01% 498
2026
Q1 		$1.62K Buy
+26
New +$1.41K ﹤0.01% 546

Other funds holding DINO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Retirement Wealth Solutions's DINO Position: Q3 2026 in Review

Retirement Wealth Solutions held its HF Sinclair (DINO) position steady in Q3 2026 at 33 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Retirement Wealth Solutions first reported a position in DINO in Q1 2026 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold DINO as of Q3 2026.

  • Retirement Wealth Solutions held 33 shares of HF Sinclair worth $3.54K as of Q3 2026.
  • Retirement Wealth Solutions left its HF Sinclair share count unchanged in Q3 2026.
  • HF Sinclair made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #463 holding.
  • Retirement Wealth Solutions first reported a position in HF Sinclair in Q1 2026 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.