CA
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CoreCap Advisors’s Saia SAIA Stock Holding History

CoreCap 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 		$13.9K Sell
33
-2
-6% -$879 ﹤0.01% 1953
2026
Q1 		$12.3K Buy
35
+19
+119% +$6.93K ﹤0.01% 1879
2025
Q4 		$5.22K Buy
16
+4
+33% +$1.21K ﹤0.01% 2187
2025
Q3 		$3.59K Sell
12
-1
-8% -$302 ﹤0.01% 2257
2025
Q2 		$3.56K Buy
13
+6
+86% +$1.71K ﹤0.01% 2193
2025
Q1 		$2.45K Buy
7
+1
+17% +$435 ﹤0.01% 2298
2024
Q4 		$2.73K Buy
6
+5
+500% +$2.47K ﹤0.01% 2143
2024
Q3 		$437 Buy
+1
New +$424 ﹤0.01% 2383
2024
Q2 		– Sell
-32
Closed -$18.7K – 2403
2024
Q1 		$18.7K Buy
+32
New +$16.8K ﹤0.01% 1507

Other funds holding SAIA

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 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
P
PensionDanmark Copenhagen O, Denmark $12B AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return