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Planning Strategies Inc.’s SiteOne Landscape Supply SITE Stock Holding History

Planning Strategies 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
2026
Q2 		$229 Buy
+2
New +$242 ﹤0.01% 974

Other funds holding SITE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
COA
Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Planning Strategies Inc.'s SITE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in SiteOne Landscape Supply (SITE) in Q2 2026: 2 shares worth $229. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings.

84 funds tracked by Wall St. Rank hold SITE as of Q2 2026.

  • Planning Strategies Inc. held 2 shares of SiteOne Landscape Supply worth $229 as of Q2 2026.
  • SiteOne Landscape Supply was a new Planning Strategies Inc. position in Q2 2026.
  • SiteOne Landscape Supply made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #974 holding.
  • 84 funds tracked by Wall St. Rank held SiteOne Landscape Supply as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.