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JFS Wealth Advisors’s Saia SAIA Stock Holding History

JFS Wealth 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 		$8.85K Buy
21
+1
+5% +$439 ﹤0.01% 1061
2026
Q1 		$7.03K Buy
20
+2
+11% +$729 ﹤0.01% 1080
2025
Q4 		$5.88K Buy
18
+4
+29% +$1.21K ﹤0.01% 1174
2025
Q3 		$4.19K Hold
14
– – ﹤0.01% 1193
2025
Q2 		$3.84K Sell
14
-3
-18% -$855 ﹤0.01% 1177
2025
Q1 		$5.94K Sell
17
-1
-6% -$435 ﹤0.01% 1050
2024
Q4 		$8.2K Hold
18
– – ﹤0.01% 920
2024
Q3 		$7.87K Hold
18
– – ﹤0.01% 945
2024
Q2 		$8.54K Sell
18
-1
-5% -$466 ﹤0.01% 844
2024
Q1 		$11.1K Hold
19
– – ﹤0.01% 783
2023
Q4 		$8.33K Buy
19
+1
+6% +$404 ﹤0.01% 836
2023
Q3 		$7.18K Buy
18
+1
+6% +$403 ﹤0.01% 843
2023
Q2 		$5.82K Sell
17
-2
-11% -$579 ﹤0.01% 928
2023
Q1 		$5.17K Buy
19
+4
+27% +$1.07K ﹤0.01% 971
2022
Q4 		$3.15K Buy
15
+3
+25% +$654 ﹤0.01% 1190
2022
Q3 		$2K Sell
12
-4
-25% -$848 ﹤0.01% 1384
2022
Q2 		$3K Buy
16
+7
+78% +$1.41K ﹤0.01% 1230
2022
Q1 		$2K Buy
9
+3
+50% +$831 ﹤0.01% 1482
2021
Q4 		$2K Buy
+6
New +$1.86K ﹤0.01% 1151

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 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's SAIA Position: Q2 2026 in Review

JFS Wealth Advisors increased its Saia (SAIA) stake by 5% in Q2 2026, buying an estimated $439 and bringing the position to 21 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

JFS Wealth Advisors first reported a position in SAIA in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.1K in Q1 2024. 514 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • JFS Wealth Advisors held 21 shares of Saia worth $8.85K as of Q2 2026.
  • JFS Wealth Advisors bought 1 Saia share in Q2 2026, an estimated $439.
  • Saia made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1061 holding.
  • JFS Wealth Advisors first reported a position in Saia in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Saia position peaked at $11.1K in Q1 2024.
  • 514 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.