SageView Advisory Group’s HF Sinclair DINO Stock Holding History

SageView Advisory Group’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	–	Sell	-287	Closed	-$13.2K	–	1061
2025 Q4	$13.2K	Buy	+287	New	+$14.8K	﹤0.01%	1609

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SageView Advisory Group's DINO Position: Q1 2026 in Review

SageView Advisory Group sold out of HF Sinclair (DINO) in Q1 2026, closing a stake of 287 shares — an estimated $13.2K sold.

SageView Advisory Group first reported a position in DINO in Q4 2025 and held it in 1 quarter. The position peaked at $13.2K in Q4 2025. 650 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

SageView Advisory Group reported no remaining HF Sinclair position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 287 HF Sinclair shares in Q1 2026, an estimated $13.2K.
SageView Advisory Group first reported a position in HF Sinclair in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's HF Sinclair position peaked at $13.2K in Q4 2025.
650 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.