Key Financial Inc’s Saia SAIA Stock Holding History

Key Financial 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 Q3	$20K	Hold	60	–	–	﹤0.01%	708
2026 Q2	$25.3K	Hold	60	–	–	﹤0.01%	679
2026 Q1	$21.1K	Hold	60	–	–	﹤0.01%	717
2025 Q4	$19.6K	Hold	60	–	–	﹤0.01%	725
2025 Q3	$17.6K	Hold	60	–	–	﹤0.01%	739
2025 Q2	$16.4K	Sell	60 -4	-6%	-$1.14K	﹤0.01%	735
2025 Q1	$22.4K	Buy	64 +4	+7%	+$1.74K	﹤0.01%	640
2024 Q4	$27.3K	Hold	60	–	–	0.01%	579
2024 Q3	$26.2K	Hold	60	–	–	0.01%	591
2024 Q2	$28.5K	Hold	60	–	–	0.01%	574
2024 Q1	$35.1K	Hold	60	–	–	0.01%	495
2023 Q4	$26.3K	Hold	60	–	–	0.01%	533
2023 Q3	$23.9K	Hold	60	–	–	0.01%	531
2023 Q2	$20.5K	Buy	60 +18	+43%	+$5.21K	0.01%	573
2023 Q1	$11.4K	Hold	42	–	–	﹤0.01%	645
2022 Q4	$7.98K	Hold	42	–	–	﹤0.01%	685
2022 Q3	$8K	Hold	42	–	–	﹤0.01%	696
2022 Q2	$8K	Hold	42	–	–	﹤0.01%	694
2022 Q1	$10K	Buy	+42	New	+$11.6K	0.01%	645

Other funds holding SAIA

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return

Premier Fund Managers Guildford, United Kingdom $978M AUM 14.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Key Financial Inc's SAIA Position: Q3 2026 in Review

Key Financial Inc held its Saia (SAIA) position steady in Q3 2026 at 60 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Key Financial Inc first reported a position in SAIA in Q1 2022 and has held it in 19 quarters since. The position peaked at $35.1K in Q1 2024. 130 funds tracked by Wall St. Rank hold SAIA as of Q3 2026.

Key Financial Inc held 60 shares of Saia worth $20K as of Q3 2026.
Key Financial Inc left its Saia share count unchanged in Q3 2026.
Saia made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #708 holding.
Key Financial Inc first reported a position in Saia in Q1 2022 and has held it in 19 quarters since.
Key Financial Inc's Saia position peaked at $35.1K in Q1 2024.
130 funds tracked by Wall St. Rank held Saia as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.