AssetMark Inc’s Saia SAIA Stock Holding History

AssetMark Inc’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 Q3	$111K	Sell	333 -12	-3%	-$4.49K	﹤0.01%	1619
2026 Q2	$145K	Buy	345 +13	+4%	+$5.71K	﹤0.01%	1529
2026 Q1	$117K	Buy	332 +19	+6%	+$6.93K	﹤0.01%	1489
2025 Q4	$102K	Buy	313 +8	+3%	+$2.42K	﹤0.01%	1494
2025 Q3	$91.3K	Buy	305 +1	+0.3%	+$302	﹤0.01%	1463
2025 Q2	$83.3K	Hold	304	–	–	﹤0.01%	1417
2025 Q1	$106K	Buy	304 +1	+0.3%	+$435	﹤0.01%	1264
2024 Q4	$138K	Buy	303 +3	+1%	+$1.48K	﹤0.01%	1186
2024 Q3	$131K	Hold	300	–	–	﹤0.01%	1104
2024 Q2	$142K	Hold	300	–	–	﹤0.01%	1052
2024 Q1	$176K	Hold	300	–	–	﹤0.01%	960
2023 Q4	$131K	Sell	300 -5	-2%	-$2.02K	﹤0.01%	989
2023 Q3	$122K	Buy	305 +5	+2%	+$2.02K	﹤0.01%	951
2023 Q2	$103K	Sell	300 -2	-0.7%	-$579	﹤0.01%	945
2023 Q1	$82.2K	Buy	302 +2	+0.7%	+$534	﹤0.01%	947
2022 Q4	$62.9K	Buy	+300	New	+$65.4K	﹤0.01%	991
2018 Q1	–	Sell	-18	Closed	-$1K	–	1895
2017 Q4	$1K	Buy	+18	New	+$1.16K	﹤0.01%	1695

Other funds holding SAIA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return

AssetMark Inc's SAIA Position: Q3 2026 in Review

AssetMark Inc reduced its Saia (SAIA) stake by 3.5% in Q3 2026, selling an estimated $4.49K and leaving 333 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

AssetMark Inc first reported a position in SAIA in Q4 2017 and has held it in 17 quarters since. The position peaked at $176K in Q1 2024. 196 funds tracked by Wall St. Rank hold SAIA as of Q3 2026.

AssetMark Inc held 333 shares of Saia worth $111K as of Q3 2026.
AssetMark Inc sold 12 Saia shares in Q3 2026, an estimated $4.49K.
Saia made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1619 holding.
AssetMark Inc first reported a position in Saia in Q4 2017 and has held it in 17 quarters since.
AssetMark Inc's Saia position peaked at $176K in Q1 2024.
196 funds tracked by Wall St. Rank held Saia as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.