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 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

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc's SAIA Position: Q2 2026 in Review

AssetMark Inc increased its Saia (SAIA) stake by 3.9% in Q2 2026, buying an estimated $5.71K and bringing the position to 345 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

AssetMark Inc first reported a position in SAIA in Q4 2017 and has held it in 16 quarters since. The position peaked at $176K in Q1 2024. 150 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

AssetMark Inc held 345 shares of Saia worth $145K as of Q2 2026.
AssetMark Inc bought 13 Saia shares in Q2 2026, an estimated $5.71K.
Saia made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1529 holding.
AssetMark Inc first reported a position in Saia in Q4 2017 and has held it in 16 quarters since.
AssetMark Inc's Saia position peaked at $176K in Q1 2024.
150 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.