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BFC Planning, Inc.’s Saia SAIA Stock Holding History

BFC Planning, 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 		$3.79K Hold
9
– – ﹤0.01% 2777
2026
Q1 		$3.16K Hold
9
– – ﹤0.01% 2477
2025
Q4 		$2.94K Hold
9
– – ﹤0.01% 2521
2025
Q3 		$2.69K Buy
9
+2
+29% +$603 ﹤0.01% 2391
2025
Q2 		$1.92K Buy
7
+4
+133% +$1.14K ﹤0.01% 2318
2025
Q1 		$1.05K Hold
3
– – ﹤0.01% 2441
2024
Q4 		$1.37K Buy
+3
New +$1.48K ﹤0.01% 2356

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 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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 $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s SAIA Position: Q2 2026 in Review

BFC Planning, Inc. held its Saia (SAIA) position steady in Q2 2026 at 9 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2777.

BFC Planning, Inc. first reported a position in SAIA in Q4 2024 and has held it in 7 quarters since. 524 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • BFC Planning, Inc. held 9 shares of Saia worth $3.79K as of Q2 2026.
  • BFC Planning, Inc. left its Saia share count unchanged in Q2 2026.
  • Saia made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2777 holding.
  • BFC Planning, Inc. first reported a position in Saia in Q4 2024 and has held it in 7 quarters since.
  • 524 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.