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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Root Financial Partners's DINO Position: Q1 2026 in Review

Root Financial Partners increased its HF Sinclair (DINO) stake by 247% in Q1 2026, buying an estimated $71.8K and bringing the position to 1,861 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #515.

Root Financial Partners first reported a position in DINO in Q3 2025 and has held it in 3 quarters since. 645 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

  • Root Financial Partners held 1,861 shares of HF Sinclair worth $116K as of Q1 2026.
  • Root Financial Partners bought 1,325 HF Sinclair shares in Q1 2026, an estimated $71.8K.
  • HF Sinclair made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #515 holding.
  • Root Financial Partners first reported a position in HF Sinclair in Q3 2025 and has held it in 3 quarters since.
  • 645 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.