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Sunrise Financial Services’s HF Sinclair DINO Stock Holding History

Sunrise Financial Services’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 		$1.18K Hold
17
– – ﹤0.01% 471
2026
Q1 		$1.06K Hold
17
– – ﹤0.01% 493
2025
Q4 		$783 Buy
+17
New +$876 ﹤0.01% 488

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Vanguard Portfolio Management
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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Sunrise Financial Services's DINO Position: Q2 2026 in Review

Sunrise Financial Services held its HF Sinclair (DINO) position steady in Q2 2026 at 17 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Sunrise Financial Services first reported a position in DINO in Q4 2025 and has held it in 3 quarters since. 682 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Sunrise Financial Services held 17 shares of HF Sinclair worth $1.18K as of Q2 2026.
  • Sunrise Financial Services left its HF Sinclair share count unchanged in Q2 2026.
  • HF Sinclair made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #471 holding.
  • Sunrise Financial Services first reported a position in HF Sinclair in Q4 2025 and has held it in 3 quarters since.
  • 682 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.