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

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return