Prospera Financial Services’s SiteOne Landscape Supply SITE Stock Holding History

Prospera Financial Services’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	$200K	Buy	+1,752	New	+$212K	﹤0.01%	1398
2023 Q4	–	Sell	-1,244	Closed	-$203K	–	1106
2023 Q3	$203K	Buy	+1,244	New	+$203K	0.01%	945
2022 Q3	–	Sell	-1,203	Closed	-$143K	–	1465
2022 Q2	$143K	Sell	1,203 -156	-11%	-$20.9K	0.01%	813
2022 Q1	$220K	Buy	+1,359	New	+$247K	0.01%	859

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B 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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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