Axxcess Wealth Management
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Axxcess Wealth Management’s Saia SAIA Stock Holding History

Axxcess Wealth Management’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 		– Sell
-477
Closed -$201K – 1192
2026
Q2 		$201K Buy
+477
New +$210K ﹤0.01% 1015
2026
Q1 		– Sell
-712
Closed -$232K – 876
2025
Q4 		$232K Sell
712
-100
-12% -$30.2K ﹤0.01% 940
2025
Q3 		$243K Sell
812
-3
-0.4% -$905 0.01% 826
2025
Q2 		$223K Buy
815
+85
+12% +$24.2K 0.01% 811
2025
Q1 		$255K Buy
730
+122
+20% +$53.1K 0.01% 737
2024
Q4 		$277K Buy
608
+10
+2% +$4.95K 0.01% 694
2024
Q3 		$261K Sell
598
-5
-0.8% -$2.12K 0.01% 737
2024
Q2 		$286K Sell
603
-2
-0.3% -$932 0.01% 663
2024
Q1 		$354K Sell
605
-5
-0.8% -$2.62K 0.01% 629
2023
Q4 		$267K Buy
610
+35
+6% +$14.1K 0.01% 681
2023
Q3 		$229K Buy
+575
New +$232K 0.01% 688

Other funds holding SAIA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Ranger Investment Management
Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return

Axxcess Wealth Management's SAIA Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Saia (SAIA) in Q3 2026, closing a stake of 477 shares — an estimated $201K sold.

Axxcess Wealth Management first reported a position in SAIA in Q3 2023 and held it in 11 quarters. The position peaked at $354K in Q1 2024. 198 funds tracked by Wall St. Rank hold SAIA as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Saia position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 477 Saia shares in Q3 2026, an estimated $201K.
  • Axxcess Wealth Management first reported a position in Saia in Q3 2023 and held it in 11 quarters.
  • Axxcess Wealth Management's Saia position peaked at $354K in Q1 2024.
  • 198 funds tracked by Wall St. Rank held Saia as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.