Transamerica Financial Advisors’s HF Sinclair DINO Stock Holding History

Transamerica Financial Advisors’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	$417	Buy	6 +3	+100%	+$199	﹤0.01%	1723
2026 Q1	$197	Buy	+3	New	+$163	﹤0.01%	1633
2025 Q4	–	Sell	-1	Closed	-$52	–	1821
2025 Q3	$8	Hold	1	–	–	﹤0.01%	1598
2025 Q2	$28	Hold	1	–	–	﹤0.01%	556
2025 Q1	$1K	Sell	1 -1,206	-100%	-$42.3K	﹤0.01%	445
2024 Q4	$43K	Sell	1,207 -97	-7%	-$3.97K	﹤0.01%	319
2024 Q3	$59K	Buy	+1,304	New	+$62.2K	0.01%	313
2021 Q3	–	Sell	-5	Closed	-$1K	–	139
2021 Q2	$1K	Buy	+5	New	+$174	0.02%	110
2019 Q3	–	Sell	-10	Closed	-$1K	–	180
2019 Q2	$1K	Buy	+10	New	+$447	﹤0.01%	425
2019 Q1	–	Sell	-1,525	Closed	-$78K	–	169
2018 Q4	$78K	Sell	1,525 -476	-24%	-$29.2K	0.02%	192
2018 Q3	$140K	Sell	2,001 -111	-5%	-$7.83K	0.03%	192
2018 Q2	$145K	Buy	+2,112	New	+$141K	0.03%	194
2016 Q2	–	Sell	-122	Closed	-$5K	–	465
2016 Q1	$5K	Sell	122 -7,483	-98%	-$258K	﹤0.01%	608
2015 Q4	$304K	Hold	7,605	–	–	0.02%	277
2015 Q3	$372K	Sell	7,605 -166	-2%	-$7.9K	0.03%	238
2015 Q2	$332K	Hold	7,771	–	–	0.02%	277
2015 Q1	$313K	Sell	7,771 -97	-1%	-$3.72K	0.02%	287
2014 Q4	$295K	Sell	7,868 -261	-3%	-$10.9K	0.02%	252
2014 Q3	$356K	Hold	8,129	–	–	0.03%	204
2014 Q2	$355K	Buy	8,129 +605	+8%	+$29.7K	0.03%	217
2014 Q1	$358K	Sell	7,524 -49	-0.6%	-$2.32K	0.04%	187
2013 Q4	$377K	Buy	+7,573	New	+$345K	0.04%	184

Other funds holding DINO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Transamerica Financial Advisors's DINO Position: Q2 2026 in Review

Transamerica Financial Advisors increased its HF Sinclair (DINO) stake by 100% in Q2 2026, buying an estimated $199 and bringing the position to 6 shares worth $417. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Transamerica Financial Advisors first reported a position in DINO in Q4 2013 and has held it in 22 quarters since. The position peaked at $377K in Q4 2013. 683 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Transamerica Financial Advisors held 6 shares of HF Sinclair worth $417 as of Q2 2026.
Transamerica Financial Advisors bought 3 HF Sinclair shares in Q2 2026, an estimated $199.
HF Sinclair made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1723 holding.
Transamerica Financial Advisors first reported a position in HF Sinclair in Q4 2013 and has held it in 22 quarters since.
Transamerica Financial Advisors's HF Sinclair position peaked at $377K in Q4 2013.
683 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.