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KFI
Key Financial Inc’s
SiteOne Landscape Supply
SITE
Stock Holding History
Key Financial Inc’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
2025
Q4
–
Sell
-235
Closed
-$30K
–
1499
2025
Q3
$30K
Hold
235
–
–
0.01%
620
2025
Q2
$28.4K
Sell
235
-215
-48%
-$25.4K
0.01%
612
2025
Q1
$54.6K
Hold
450
–
–
0.01%
469
2024
Q4
$59.3K
Hold
450
–
–
0.01%
448
2024
Q3
$67.9K
Hold
450
–
–
0.02%
420
2024
Q2
$54.6K
Hold
450
–
–
0.01%
453
2024
Q1
$78.5K
Hold
450
–
–
0.02%
364
2023
Q4
$73.1K
Hold
450
–
–
0.02%
364
2023
Q3
$73.6K
Hold
450
–
–
0.02%
339
2023
Q2
$75.3K
Hold
450
–
–
0.03%
349
2023
Q1
$61.6K
Buy
+450
New
+$63.4K
0.02%
361
Other funds holding SITE
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
5NCM
59 North Capital Management
Houston, Texas
$3.35B AUM
22.14%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
CCA
Conestoga Capital Advisors
Wayne, Pennsylvania
$5.01B AUM
6.26%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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