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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
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

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Root Financial Partners's DINO Position: Q2 2026 in Review

Root Financial Partners sold out of HF Sinclair (DINO) in Q2 2026, closing a stake of 1,861 shares — an estimated $116K sold.

Root Financial Partners first reported a position in DINO in Q3 2025 and held it in 3 quarters. The position peaked at $116K in Q1 2026. 687 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Root Financial Partners reported no remaining HF Sinclair position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,861 HF Sinclair shares in Q2 2026, an estimated $116K.
  • Root Financial Partners first reported a position in HF Sinclair in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's HF Sinclair position peaked at $116K in Q1 2026.
  • 687 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.