Larson Financial Group
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Larson Financial Group’s SITE Centers SITC Stock Holding History

Larson Financial Group’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-119
Closed -$472 – 4006
2026
Q2 		$472 Buy
+119
New +$620 ﹤0.01% 3496
2025
Q3 		– Sell
-24
Closed -$271 – 3625
2025
Q2 		$271 Buy
+24
New +$288 ﹤0.01% 3003

Other funds holding SITC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Beverly Hills Private Wealth
Beverly Hills Private Wealth Beverly Hills, California $579M AUM 18.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Larson Financial Group's SITC Position: Q3 2026 in Review

Larson Financial Group sold out of SITE Centers (SITC) in Q3 2026, closing a stake of 119 shares — an estimated $472 sold.

Larson Financial Group first reported a position in SITC in Q2 2025 and held it in 2 quarters. The position peaked at $472 in Q2 2026. 127 funds tracked by Wall St. Rank hold SITC as of Q3 2026.

  • Larson Financial Group reported no remaining SITE Centers position as of Q3 2026 after selling out during the quarter.
  • Larson Financial Group sold 119 SITE Centers shares in Q3 2026, an estimated $472.
  • Larson Financial Group first reported a position in SITE Centers in Q2 2025 and held it in 2 quarters.
  • Larson Financial Group's SITE Centers position peaked at $472 in Q2 2026.
  • 127 funds tracked by Wall St. Rank held SITE Centers as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.