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Burkett Financial Services’s Saia SAIA Stock Holding History

Burkett Financial Services’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 		$17.4K Buy
+52
New +$19.4K 0.01% 264

Other funds holding SAIA

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Burkett Financial Services's SAIA Position: Q3 2026 in Review

Burkett Financial Services opened a new position in Saia (SAIA) in Q3 2026: 52 shares worth $17.4K. The stake represents 0.01% of the portfolio and ranks #264 among its holdings.

11 funds tracked by Wall St. Rank hold SAIA as of Q3 2026.

  • Burkett Financial Services held 52 shares of Saia worth $17.4K as of Q3 2026.
  • Saia was a new Burkett Financial Services position in Q3 2026.
  • Saia made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #264 holding.
  • 11 funds tracked by Wall St. Rank held Saia as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.