Root Financial Partners
DINO icon

Root Financial Partners’s HF Sinclair DINO Stock Holding History

Root Financial Partners’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 		$229K Buy
+2,135
New +$202K 0.01% 395
2026
Q2 		– Sell
-1,861
Closed -$116K – 1122
2026
Q1 		$116K Buy
1,861
+1,325
+247% +$71.8K 0.01% 515
2025
Q4 		$24.7K Buy
536
+106
+25% +$5.46K ﹤0.01% 1070
2025
Q3 		$22.5K Buy
+430
New +$20.4K ﹤0.01% 1058

Other funds holding DINO

TCTC Holdings
TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Root Financial Partners's DINO Position: Q3 2026 in Review

Root Financial Partners opened a new position in HF Sinclair (DINO) in Q3 2026: 2,135 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DINO as recently as Q1 2026.

Root Financial Partners first reported a position in DINO in Q3 2025 and has held it in 4 quarters since. 562 funds tracked by Wall St. Rank hold DINO as of Q3 2026.

  • Root Financial Partners held 2,135 shares of HF Sinclair worth $229K as of Q3 2026.
  • HF Sinclair was a new Root Financial Partners position in Q3 2026.
  • HF Sinclair made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #395 holding.
  • Root Financial Partners first reported a position in HF Sinclair in Q3 2025 and has held it in 4 quarters since.
  • 562 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.