LPL Financial
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LPL Financial’s Saia SAIA Stock Holding History

LPL Financial’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 		$9.5M Sell
22,567
-219
-1% -$96.2K ﹤0.01% 2193
2026
Q1 		$8M Buy
22,786
+319
+1% +$116K ﹤0.01% 2187
2025
Q4 		$7.34M Sell
22,467
-2,438
-10% -$737K ﹤0.01% 2206
2025
Q3 		$7.46M Buy
24,905
+1,450
+6% +$437K ﹤0.01% 2146
2025
Q2 		$6.43M Sell
23,455
-7,352
-24% -$2.09M ﹤0.01% 2113
2025
Q1 		$10.8M Buy
30,807
+5,426
+21% +$2.36M ﹤0.01% 1542
2024
Q4 		$11.6M Buy
25,381
+4,679
+23% +$2.31M ﹤0.01% 1426
2024
Q3 		$9.05M Buy
20,702
+5,575
+37% +$2.36M ﹤0.01% 1530
2024
Q2 		$7.17M Buy
15,127
+3,709
+32% +$1.73M ﹤0.01% 1590
2024
Q1 		$6.68M Buy
11,418
+4,922
+76% +$2.58M ﹤0.01% 1586
2023
Q4 		$2.85M Buy
6,496
+617
+10% +$249K ﹤0.01% 2116
2023
Q3 		$2.34M Sell
5,879
-504
-8% -$203K ﹤0.01% 2173
2023
Q2 		$2.19M Buy
6,383
+2,103
+49% +$609K ﹤0.01% 2164
2023
Q1 		$1.16M Buy
4,280
+2,971
+227% +$793K ﹤0.01% 2635
2022
Q4 		$274K Sell
1,309
-1,528
-54% -$333K ﹤0.01% 3711
2022
Q3 		$539K Sell
2,837
-803
-22% -$170K ﹤0.01% 3082
2022
Q2 		$684K Sell
3,640
-5,001
-58% -$1M ﹤0.01% 2913
2022
Q1 		$2.11M Buy
8,641
+5,617
+186% +$1.56M ﹤0.01% 2028
2021
Q4 		$1.02M Buy
+3,024
New +$939K ﹤0.01% 2640
2021
Q2 		– Sell
-1,356
Closed -$313K – 4295
2021
Q1 		$313K Buy
+1,356
New +$276K ﹤0.01% 3442
2013
Q4 		– Sell
-14,200
Closed -$471K – 2688
2013
Q3 		$471K Buy
+14,200
New +$442K ﹤0.01% 1699

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

LPL Financial's SAIA Position: Q2 2026 in Review

LPL Financial reduced its Saia (SAIA) stake by 0.96% in Q2 2026, selling an estimated $96.2K and leaving 22,567 shares worth $9.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

LPL Financial first reported a position in SAIA in Q3 2013 and has held it in 21 quarters since. The position peaked at $11.6M in Q4 2024. 514 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • LPL Financial held 22,567 shares of Saia worth $9.5M as of Q2 2026.
  • LPL Financial sold 219 Saia shares in Q2 2026, an estimated $96.2K.
  • Saia made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2193 holding.
  • LPL Financial first reported a position in Saia in Q3 2013 and has held it in 21 quarters since.
  • LPL Financial's Saia position peaked at $11.6M in Q4 2024.
  • 514 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.