KFI
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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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Key Financial Inc's SITE Position: Q4 2025 in Review

Key Financial Inc sold out of SiteOne Landscape Supply (SITE) in Q4 2025, closing a stake of 235 shares — an estimated $30K sold.

Key Financial Inc first reported a position in SITE in Q1 2023 and held it in 11 quarters. The position peaked at $78.5K in Q1 2024. 409 funds tracked by Wall St. Rank hold SITE as of Q4 2025.

  • Key Financial Inc reported no remaining SiteOne Landscape Supply position as of Q4 2025 after selling out during the quarter.
  • Key Financial Inc sold 235 SiteOne Landscape Supply shares in Q4 2025, an estimated $30K.
  • Key Financial Inc first reported a position in SiteOne Landscape Supply in Q1 2023 and held it in 11 quarters.
  • Key Financial Inc's SiteOne Landscape Supply position peaked at $78.5K in Q1 2024.
  • 409 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.