Stephens Inc’s HF Sinclair DINO Stock Holding History

Stephens Inc’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	$286K	Buy	+2,666	New	+$252K	﹤0.01%	1086
2021 Q4	–	Sell	-8,522	Closed	-$282K	–	1360
2021 Q3	$282K	Buy	8,522 +137	+2%	+$4.16K	﹤0.01%	1072
2021 Q2	$276K	Buy	+8,385	New	+$292K	﹤0.01%	1072
2018 Q4	–	Sell	-6,734	Closed	-$471K	–	1126
2018 Q3	$471K	Buy	6,734 +670	+11%	+$47.3K	0.01%	792
2018 Q2	$415K	Sell	6,064 -2,255	-27%	-$150K	0.01%	645
2018 Q1	$406K	Sell	8,319 -3,876	-32%	-$184K	0.02%	527
2017 Q4	$625K	Sell	12,195 -9,551	-44%	-$404K	0.02%	451
2017 Q3	$782K	Sell	21,746 -8,742	-29%	-$263K	0.03%	413
2017 Q2	$838K	Sell	30,488 -9,221	-23%	-$246K	0.03%	472
2017 Q1	$1.12M	Sell	39,709 -5,284	-12%	-$154K	0.04%	396
2016 Q4	$1.47M	Buy	+44,993	New	+$1.25M	0.06%	314

Other funds holding DINO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

TCTC Holdings Dallas, Texas $4.25B AUM 42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Stephens Inc's DINO Position: Q3 2026 in Review

Stephens Inc opened a new position in HF Sinclair (DINO) in Q3 2026: 2,666 shares worth $286K. The stake represents ﹤0.01% of the portfolio and ranks #1086 among its holdings. This is a return to the name: Stephens Inc previously reported a position in DINO as recently as Q3 2021.

Stephens Inc first reported a position in DINO in Q4 2016 and has held it in 11 quarters since. The position peaked at $1.47M in Q4 2016. 692 funds tracked by Wall St. Rank hold DINO as of Q3 2026.

Stephens Inc held 2,666 shares of HF Sinclair worth $286K as of Q3 2026.
HF Sinclair was a new Stephens Inc position in Q3 2026.
HF Sinclair made up ﹤0.01% of Stephens Inc's portfolio in Q3 2026, its #1086 holding.
Stephens Inc first reported a position in HF Sinclair in Q4 2016 and has held it in 11 quarters since.
Stephens Inc's HF Sinclair position peaked at $1.47M in Q4 2016.
692 funds tracked by Wall St. Rank held HF Sinclair as of Q3 2026.

Based on Stephens Inc's 13F filing for Q3 2026, filed 12 Nov 2026.