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 Q3	$14.5M	Sell	119,942 -27,712	-19%	-$2.62M	0.65%	66
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 $11.5B AUM 61.77% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Sound Income Strategies's DINO Position: Q3 2026 in Review

Sound Income Strategies reduced its HF Sinclair (DINO) stake by 19% in Q3 2026, selling an estimated $2.62M and leaving 119,942 shares worth $14.5M. The position accounts for 0.65% of the portfolio, ranked #66.

Sound Income Strategies first reported a position in DINO in Q3 2025 and has held it in 5 quarters since. 35 funds tracked by Wall St. Rank hold DINO as of Q3 2026.

Sound Income Strategies held 119,942 shares of HF Sinclair worth $14.5M as of Q3 2026.
Sound Income Strategies sold 27,712 HF Sinclair shares in Q3 2026, an estimated $2.62M.
HF Sinclair made up 0.65% of Sound Income Strategies's portfolio in Q3 2026, its #66 holding.
Sound Income Strategies first reported a position in HF Sinclair in Q3 2025 and has held it in 5 quarters since.
35 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.