Atala Financial’s Saia SAIA Stock Holding History

Atala Financial’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
2025 Q2	–	Sell	-80	Closed	-$28K	–	385
2025 Q1	$28K	Hold	80	–	–	0.02%	216
2024 Q4	$36.5K	Buy	+80	New	+$39.6K	0.03%	207

Other funds holding SAIA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

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

Atala Financial's SAIA Position: Q2 2025 in Review

Atala Financial sold out of Saia (SAIA) in Q2 2025, closing a stake of 80 shares — an estimated $28K sold.

Atala Financial first reported a position in SAIA in Q4 2024 and held it in 2 quarters. The position peaked at $36.5K in Q4 2024. 425 funds tracked by Wall St. Rank hold SAIA as of Q2 2025.

Atala Financial reported no remaining Saia position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 80 Saia shares in Q2 2025, an estimated $28K.
Atala Financial first reported a position in Saia in Q4 2024 and held it in 2 quarters.
Atala Financial's Saia position peaked at $36.5K in Q4 2024.
425 funds tracked by Wall St. Rank held Saia as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.