Advisory Services Network’s Saia SAIA Stock Holding History

Advisory Services Network’s Portfolio SAIA Stock Details SAIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$77.7K	Buy	+221	New	+$80.6K	﹤0.01%	2360
2025 Q4	–	Sell	-201	Closed	-$60.2K	–	3803
2025 Q3	$60.2K	Buy	+201	New	+$60.6K	﹤0.01%	2352
2024 Q1	–	Sell	-109	Closed	-$47.8K	–	3263
2023 Q4	$47.8K	Buy	+109	New	+$44K	﹤0.01%	2038
2023 Q2	–	Sell	-69	Closed	-$18.8K	–	3257
2023 Q1	$18.8K	Buy	69 +6	+10%	+$1.6K	﹤0.01%	2576
2022 Q4	$13.2K	Buy	+63	New	+$13.7K	﹤0.01%	2720
2022 Q1	–	Sell	-976	Closed	-$329K	–	1533
2021 Q4	$329K	Buy	976 +132	+16%	+$41K	0.01%	1068
2021 Q3	$201K	Buy	844 +223	+36%	+$51.6K	0.01%	1274
2021 Q2	$130K	Buy	+621	New	+$141K	﹤0.01%	1474
2021 Q1	–	Sell	-321	Closed	-$58K	–	2834
2020 Q4	$58K	Buy	321 +142	+79%	+$23.3K	﹤0.01%	1590
2020 Q3	$23K	Buy	+179	New	+$22.8K	﹤0.01%	2014
2020 Q2	–	Sell	-192	Closed	-$14K	–	2445
2020 Q1	$14K	Sell	192 -127	-40%	-$11.1K	﹤0.01%	2082
2019 Q4	$29K	Buy	319 +272	+579%	+$25.7K	﹤0.01%	1821
2019 Q3	$3K	Hold	47	–	–	﹤0.01%	2574
2019 Q2	$3K	Buy	+47	New	+$3.01K	﹤0.01%	2572

Other funds holding SAIA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return