IFG
SITE icon

Independent Financial Group’s SiteOne Landscape Supply SITE Stock Holding History

Independent Financial Group’s Portfolio SITE Stock Details SITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$295K Sell
3,263
-160
-5% -$15.7K 0.01% 1270
2026
Q2 		$392K Sell
3,423
-300
-8% -$36.2K 0.01% 1094
2026
Q1 		$496K Buy
3,723
+1
+0% +$141 0.01% 937
2025
Q4 		$464K Sell
3,722
-700
-16% -$88.6K 0.01% 941
2025
Q3 		$570K Hold
4,422
– – 0.01% 791
2025
Q2 		$535K Sell
4,422
-3,080
-41% -$364K 0.01% 754
2025
Q1 		$911K Buy
7,502
+2,410
+47% +$320K 0.03% 508
2024
Q4 		$671K Buy
5,092
+3,012
+145% +$435K 0.02% 602
2024
Q3 		$314K Buy
2,080
+100
+5% +$13.7K 0.01% 862
2024
Q2 		$240K Buy
1,980
+350
+21% +$52.9K 0.01% 945
2024
Q1 		$285K Hold
1,630
– – 0.01% 806
2023
Q4 		$265K Sell
1,630
-300
-16% -$43.7K 0.01% 774
2023
Q3 		$315K Hold
1,930
– – 0.02% 640
2023
Q2 		$323K Hold
1,930
– – 0.02% 615
2023
Q1 		$264K Hold
1,930
– – 0.02% 666
2022
Q4 		$226K Sell
1,930
-150
-7% -$17.5K 0.02% 678
2022
Q3 		$217K Buy
2,080
+230
+12% +$28.8K 0.02% 642
2022
Q2 		$220K Sell
1,850
-1,500
-45% -$201K 0.02% 611
2022
Q1 		$542K Buy
3,350
+850
+34% +$154K 0.04% 409
2021
Q4 		$606K Hold
2,500
– – 0.05% 374
2021
Q3 		$499K Hold
2,500
– – 0.05% 369
2021
Q2 		$423K Hold
2,500
– – 0.04% 420
2021
Q1 		$427K Hold
2,500
– – 0.06% 371
2020
Q4 		$397K Buy
+2,500
New +$343K 0.06% 357

Other funds holding SITE

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $343M AUM 13.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Independent Financial Group's SITE Position: Q3 2026 in Review

Independent Financial Group reduced its SiteOne Landscape Supply (SITE) stake by 4.7% in Q3 2026, selling an estimated $15.7K and leaving 3,263 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #1270.

Independent Financial Group first reported a position in SITE in Q4 2020 and has held it in 24 quarters since. The position peaked at $911K in Q1 2025. 18 funds tracked by Wall St. Rank hold SITE as of Q3 2026.

  • Independent Financial Group held 3,263 shares of SiteOne Landscape Supply worth $295K as of Q3 2026.
  • Independent Financial Group sold 160 SiteOne Landscape Supply shares in Q3 2026, an estimated $15.7K.
  • SiteOne Landscape Supply made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1270 holding.
  • Independent Financial Group first reported a position in SiteOne Landscape Supply in Q4 2020 and has held it in 24 quarters since.
  • Independent Financial Group's SiteOne Landscape Supply position peaked at $911K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.