Lloyd Advisory Services’s Saia SAIA Stock Holding History

Lloyd Advisory Services’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	$842	Buy	+2	New	+$879	﹤0.01%	575
2026 Q1	–	Sell	-33	Closed	-$10.8K	–	1013
2025 Q4	$10.8K	Buy	+33	New	+$9.98K	﹤0.01%	390
2023 Q4	–	Sell	-1,890	Closed	-$753K	–	303
2023 Q3	$753K	Buy	+1,890	New	+$762K	0.25%	93
2022 Q2	–	Sell	-8	Closed	-$2K	–	456
2022 Q1	$2K	Buy	+8	New	+$2.22K	﹤0.01%	537

Other funds holding SAIA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lloyd Advisory Services's SAIA Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Saia (SAIA) in Q2 2026: 2 shares worth $842. The stake represents ﹤0.01% of the portfolio and ranks #575 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in SAIA as recently as Q4 2025.

Lloyd Advisory Services first reported a position in SAIA in Q1 2022 and has held it in 4 quarters since. The position peaked at $753K in Q3 2023. 520 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

Lloyd Advisory Services held 2 shares of Saia worth $842 as of Q2 2026.
Saia was a new Lloyd Advisory Services position in Q2 2026.
Saia made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #575 holding.
Lloyd Advisory Services first reported a position in Saia in Q1 2022 and has held it in 4 quarters since.
Lloyd Advisory Services's Saia position peaked at $753K in Q3 2023.
520 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.