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Global Financial Private Client’s Saia SAIA Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-31
Closed -$10.8K – 1319
2025
Q1 		$10.8K Buy
31
+4
+15% +$1.74K ﹤0.01% 561
2024
Q4 		$12.3K Buy
27
+1
+4% +$495 ﹤0.01% 513
2024
Q3 		$11.4K Buy
+26
New +$11K ﹤0.01% 531

Other funds holding SAIA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Global Financial Private Client's SAIA Position: Q2 2025 in Review

Global Financial Private Client sold out of Saia (SAIA) in Q2 2025, closing a stake of 31 shares — an estimated $10.8K sold.

Global Financial Private Client first reported a position in SAIA in Q3 2024 and held it in 3 quarters. The position peaked at $12.3K in Q4 2024. 425 funds tracked by Wall St. Rank hold SAIA as of Q2 2025.

  • Global Financial Private Client reported no remaining Saia position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 31 Saia shares in Q2 2025, an estimated $10.8K.
  • Global Financial Private Client first reported a position in Saia in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's Saia position peaked at $12.3K in Q4 2024.
  • 425 funds tracked by Wall St. Rank held Saia as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.