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 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return