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Root Financial Partners’s SiteOne Landscape Supply SITE Stock Holding History

Root Financial Partners’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 		– Sell
-691
Closed -$92K – 2708
2026
Q1 		$92K Buy
691
+572
+481% +$80.8K ﹤0.01% 598
2025
Q4 		$14.8K Buy
119
+9
+8% +$1.14K ﹤0.01% 1324
2025
Q3 		$14.2K Buy
+110
New +$14.9K ﹤0.01% 1285

Other funds holding SITE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Root Financial Partners's SITE Position: Q2 2026 in Review

Root Financial Partners sold out of SiteOne Landscape Supply (SITE) in Q2 2026, closing a stake of 691 shares — an estimated $92K sold.

Root Financial Partners first reported a position in SITE in Q3 2025 and held it in 3 quarters. The position peaked at $92K in Q1 2026. 393 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

  • Root Financial Partners reported no remaining SiteOne Landscape Supply position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 691 SiteOne Landscape Supply shares in Q2 2026, an estimated $92K.
  • Root Financial Partners first reported a position in SiteOne Landscape Supply in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's SiteOne Landscape Supply position peaked at $92K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.