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Concurrent Investment Advisors’s Saia SAIA Stock Holding History

Concurrent Investment 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 		$422K Buy
+1,001
New +$440K ﹤0.01% 1501
2026
Q1 		– Sell
-650
Closed -$212K – 2035
2025
Q4 		$212K Buy
+650
New +$196K ﹤0.01% 1611

Other funds holding SAIA

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Concurrent Investment Advisors's SAIA Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Saia (SAIA) in Q2 2026: 1,001 shares worth $422K. The stake represents ﹤0.01% of the portfolio and ranks #1501 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in SAIA as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in SAIA in Q4 2025 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • Concurrent Investment Advisors held 1,001 shares of Saia worth $422K as of Q2 2026.
  • Saia was a new Concurrent Investment Advisors position in Q2 2026.
  • Saia made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1501 holding.
  • Concurrent Investment Advisors first reported a position in Saia in Q4 2025 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.