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Smallwood Wealth Investment Management’s HF Sinclair DINO Stock Holding History

Smallwood Wealth Investment Management’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 		$15.2K Hold
218
– – 0.01% 297
2026
Q1 		$13.6K Hold
218
– – 0.01% 296
2025
Q4 		$10K Hold
218
– – 0.01% 313
2025
Q3 		$11.4K Hold
218
– – 0.01% 306
2025
Q2 		$8.96K Hold
218
– – 0.01% 324
2025
Q1 		$7.17K Buy
+218
New +$7.64K ﹤0.01% 332

Other funds holding DINO

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Smallwood Wealth Investment Management's DINO Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its HF Sinclair (DINO) position steady in Q2 2026 at 218 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #297.

Smallwood Wealth Investment Management first reported a position in DINO in Q1 2025 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Smallwood Wealth Investment Management held 218 shares of HF Sinclair worth $15.2K as of Q2 2026.
  • Smallwood Wealth Investment Management left its HF Sinclair share count unchanged in Q2 2026.
  • HF Sinclair made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #297 holding.
  • Smallwood Wealth Investment Management first reported a position in HF Sinclair in Q1 2025 and has held it in 6 quarters since.
  • 211 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.