Sound Income Strategies’s HF Sinclair DINO Stock Holding History

Sound Income Strategies’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	$10.3M	Sell	147,654 -72,705	-33%	-$4.83M	0.46%	76
2026 Q1	$13.4M	Sell	220,359 -42,473	-16%	-$2.3M	0.65%	51
2025 Q4	$12.8M	Sell	262,832 -11,133	-4%	-$574K	0.6%	58
2025 Q3	$14.3M	Buy	+273,965	New	+$13M	0.78%	44

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sound Income Strategies's DINO Position: Q2 2026 in Review

Sound Income Strategies reduced its HF Sinclair (DINO) stake by 33% in Q2 2026, selling an estimated $4.83M and leaving 147,654 shares worth $10.3M. The position accounts for 0.46% of the portfolio, ranked #76.

Sound Income Strategies first reported a position in DINO in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.3M in Q3 2025. 174 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Sound Income Strategies held 147,654 shares of HF Sinclair worth $10.3M as of Q2 2026.
Sound Income Strategies sold 72,705 HF Sinclair shares in Q2 2026, an estimated $4.83M.
HF Sinclair made up 0.46% of Sound Income Strategies's portfolio in Q2 2026, its #76 holding.
Sound Income Strategies first reported a position in HF Sinclair in Q3 2025 and has held it in 4 quarters since.
Sound Income Strategies's HF Sinclair position peaked at $14.3M in Q3 2025.
174 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.