CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Saia SAIA Stock Holding History

CAPTRUST Financial Advisors’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 		$2.06M Buy
4,895
+2,219
+83% +$975K ﹤0.01% 1285
2026
Q1 		$940K Buy
2,676
+377
+16% +$137K ﹤0.01% 1651
2025
Q4 		$751K Buy
2,299
+94
+4% +$28.4K ﹤0.01% 1666
2025
Q3 		$660K Buy
2,205
+555
+34% +$167K ﹤0.01% 1655
2025
Q2 		$452K Buy
1,650
+378
+30% +$108K ﹤0.01% 1792
2025
Q1 		$444K Sell
1,272
-114
-8% -$49.6K ﹤0.01% 1707
2024
Q4 		$632K Buy
+1,386
New +$686K ﹤0.01% 1485
2024
Q3 		– Sell
-461
Closed -$219K – 2348
2024
Q2 		$219K Buy
461
+56
+14% +$26.1K ﹤0.01% 1993
2024
Q1 		$237K Sell
405
-1,620
-80% -$848K ﹤0.01% 1915
2023
Q4 		$887K Sell
2,025
-705
-26% -$285K ﹤0.01% 1347
2023
Q3 		$1.09M Sell
2,730
-386
-12% -$156K ﹤0.01% 1160
2023
Q2 		$1.07M Sell
3,116
-1,693
-35% -$490K ﹤0.01% 1162
2023
Q1 		$1.31M Sell
4,809
-331
-6% -$88.3K 0.01% 903
2022
Q4 		$1.08M Buy
5,140
+758
+17% +$165K 0.01% 931
2022
Q3 		$833K Buy
4,382
+233
+6% +$49.4K ﹤0.01% 1006
2022
Q2 		$780K Sell
4,149
-348
-8% -$69.9K 0.01% 954
2022
Q1 		$1.1M Buy
4,497
+1,820
+68% +$504K 0.01% 810
2021
Q4 		$902K Buy
2,677
+522
+24% +$162K 0.01% 858
2021
Q3 		$513K Buy
2,155
+49
+2% +$11.3K ﹤0.01% 1016
2021
Q2 		$441K Buy
2,106
+52
+3% +$11.8K ﹤0.01% 1041
2021
Q1 		$474K Buy
2,054
+2,004
+4,008% +$408K 0.01% 977
2020
Q4 		$9K Buy
50
+30
+150% +$4.92K ﹤0.01% 2629
2020
Q3 		$3K Buy
+20
New +$2.55K ﹤0.01% 2683

Other funds holding SAIA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors's SAIA Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Saia (SAIA) stake by 83% in Q2 2026, buying an estimated $975K and bringing the position to 4,895 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

CAPTRUST Financial Advisors first reported a position in SAIA in Q3 2020 and has held it in 23 quarters since. 518 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • CAPTRUST Financial Advisors held 4,895 shares of Saia worth $2.06M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 2,219 Saia shares in Q2 2026, an estimated $975K.
  • Saia made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1285 holding.
  • CAPTRUST Financial Advisors first reported a position in Saia in Q3 2020 and has held it in 23 quarters since.
  • 518 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.