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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Saia SAIA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-5
Closed -$1.76K – 572
2026
Q1 		$1.76K Buy
+5
New +$1.82K ﹤0.01% 472
2025
Q4 		– Sell
-6
Closed -$1.8K – 593
2025
Q3 		$1.8K Sell
6
-4
-40% -$1.21K ﹤0.01% 489
2025
Q2 		$2.74K Buy
+10
New +$2.85K ﹤0.01% 418

Other funds holding SAIA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SAIA Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Saia (SAIA) in Q2 2026, closing a stake of 5 shares — an estimated $1.76K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SAIA in Q2 2025 and held it in 3 quarters. The position peaked at $2.74K in Q2 2025. 233 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Saia position as of Q2 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 5 Saia shares in Q2 2026, an estimated $1.76K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Saia in Q2 2025 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Saia position peaked at $2.74K in Q2 2025.
  • 233 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.