JFS Wealth Advisors’s SiteOne Landscape Supply SITE Stock Holding History

JFS Wealth Advisors’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	$2.17K	Sell	19 -9	-32%	-$1.09K	﹤0.01%	1581
2026 Q1	$3.73K	Buy	28 +2	+8%	+$283	﹤0.01%	1297
2025 Q4	$3.24K	Buy	26 +18	+225%	+$2.28K	﹤0.01%	1403
2025 Q3	$1.03K	Hold	8	–	–	﹤0.01%	1619
2025 Q2	$968	Sell	8 -12	-60%	-$1.42K	﹤0.01%	1577
2025 Q1	$2.43K	Hold	20	–	–	﹤0.01%	1403
2024 Q4	$2.64K	Hold	20	–	–	﹤0.01%	1369
2024 Q3	$3.02K	Sell	20 -2	-9%	-$274	﹤0.01%	1312
2024 Q2	$2.67K	Hold	22	–	–	﹤0.01%	1324
2024 Q1	$3.84K	Hold	22	–	–	﹤0.01%	1196
2023 Q4	$3.58K	Sell	22 -3	-12%	-$437	﹤0.01%	1191
2023 Q3	$4.09K	Buy	25 +3	+14%	+$490	﹤0.01%	1078
2023 Q2	$3.68K	Hold	22	–	–	﹤0.01%	1144
2023 Q1	$3.01K	Hold	22	–	–	﹤0.01%	1205
2022 Q4	$2.58K	Sell	22 -289	-93%	-$33.7K	﹤0.01%	1269
2022 Q3	$32K	Buy	311 +14	+5%	+$1.75K	﹤0.01%	466
2022 Q2	$35K	Sell	297 -12	-4%	-$1.61K	﹤0.01%	467
2022 Q1	$50K	Buy	309 +13	+4%	+$2.36K	﹤0.01%	432
2021 Q4	$72K	Buy	+296	New	+$68.4K	0.01%	362

Other funds holding SITE

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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

JFS Wealth Advisors's SITE Position: Q2 2026 in Review

JFS Wealth Advisors reduced its SiteOne Landscape Supply (SITE) stake by 32% in Q2 2026, selling an estimated $1.09K and leaving 19 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

JFS Wealth Advisors first reported a position in SITE in Q4 2021 and has held it in 19 quarters since. The position peaked at $72K in Q4 2021. 393 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

JFS Wealth Advisors held 19 shares of SiteOne Landscape Supply worth $2.17K as of Q2 2026.
JFS Wealth Advisors sold 9 SiteOne Landscape Supply shares in Q2 2026, an estimated $1.09K.
SiteOne Landscape Supply made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1581 holding.
JFS Wealth Advisors first reported a position in SiteOne Landscape Supply in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's SiteOne Landscape Supply position peaked at $72K in Q4 2021.
393 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.