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Ballentine Partners’s Saia SAIA Stock Holding History

Ballentine Partners’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 		$791K Buy
1,879
+90
+5% +$39.6K 0.01% 426
2026
Q1 		$628K Buy
1,789
+8
+0.4% +$2.92K 0.01% 458
2025
Q4 		$582K Sell
1,781
-451
-20% -$136K 0.01% 455
2025
Q3 		$668K Buy
2,232
+50
+2% +$15.1K 0.01% 413
2025
Q2 		$598K Sell
2,182
-92
-4% -$26.2K 0.01% 434
2025
Q1 		$795K Buy
2,274
+27
+1% +$11.7K 0.01% 337
2024
Q4 		$1.02M Buy
2,247
+85
+4% +$42K 0.02% 277
2024
Q3 		$945K Sell
2,162
-47
-2% -$19.9K 0.02% 292
2024
Q2 		$1.05M Buy
2,209
+59
+3% +$27.5K 0.02% 250
2024
Q1 		$1.26M Buy
2,150
+1
+0% +$523 0.02% 206
2023
Q4 		$942K Sell
2,149
-574
-21% -$232K 0.02% 237
2023
Q3 		$1.09M Buy
2,723
+2
+0.1% +$807 0.03% 190
2023
Q2 		$932K Buy
2,721
+9
+0.3% +$2.6K 0.02% 204
2023
Q1 		$738K Buy
+2,712
New +$724K 0.02% 236
2022
Q1 		– Sell
-685
Closed -$231K – 501
2021
Q4 		$231K Buy
+685
New +$213K 0.01% 419

Other funds holding SAIA

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Ballentine Partners's SAIA Position: Q2 2026 in Review

Ballentine Partners increased its Saia (SAIA) stake by 5% in Q2 2026, buying an estimated $39.6K and bringing the position to 1,879 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #426.

Ballentine Partners first reported a position in SAIA in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.26M in Q1 2024. 59 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • Ballentine Partners held 1,879 shares of Saia worth $791K as of Q2 2026.
  • Ballentine Partners bought 90 Saia shares in Q2 2026, an estimated $39.6K.
  • Saia made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #426 holding.
  • Ballentine Partners first reported a position in Saia in Q4 2021 and has held it in 15 quarters since.
  • Ballentine Partners's Saia position peaked at $1.26M in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.