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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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Independent Financial Group's SITE Position: Q2 2026 in Review

Independent Financial Group reduced its SiteOne Landscape Supply (SITE) stake by 8.1% in Q2 2026, selling an estimated $36.2K and leaving 3,423 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #1094.

Independent Financial Group first reported a position in SITE in Q4 2020 and has held it in 23 quarters since. The position peaked at $911K in Q1 2025. 393 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

  • Independent Financial Group held 3,423 shares of SiteOne Landscape Supply worth $392K as of Q2 2026.
  • Independent Financial Group sold 300 SiteOne Landscape Supply shares in Q2 2026, an estimated $36.2K.
  • SiteOne Landscape Supply made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1094 holding.
  • Independent Financial Group first reported a position in SiteOne Landscape Supply in Q4 2020 and has held it in 23 quarters since.
  • Independent Financial Group's SiteOne Landscape Supply position peaked at $911K in Q1 2025.
  • 393 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.