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LRI Investments’s Saia SAIA Stock Holding History

LRI Investments’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 		$1.69K Sell
4
-3
-43% -$1.32K ﹤0.01% 1294
2026
Q1 		$2.46K Sell
7
-249
-97% -$90.8K ﹤0.01% 1236
2025
Q4 		$83.6K Buy
256
+17
+7% +$5.14K 0.01% 453
2025
Q3 		$71.5K Buy
239
+7
+3% +$2.11K 0.01% 484
2025
Q2 		$63.6K Sell
232
-77
-25% -$21.9K 0.01% 515
2025
Q1 		$108K Sell
309
-62
-17% -$27K 0.01% 405
2024
Q4 		$169K Hold
371
– – 0.02% 304
2024
Q3 		$201K Sell
371
-15
-4% -$6.35K 0.02% 278
2024
Q2 		$183K Buy
+386
New +$180K 0.02% 268

Other funds holding SAIA

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

LRI Investments's SAIA Position: Q2 2026 in Review

LRI Investments reduced its Saia (SAIA) stake by 43% in Q2 2026, selling an estimated $1.32K and leaving 4 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

LRI Investments first reported a position in SAIA in Q2 2024 and has held it in 9 quarters since. The position peaked at $201K in Q3 2024. 147 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • LRI Investments held 4 shares of Saia worth $1.69K as of Q2 2026.
  • LRI Investments sold 3 Saia shares in Q2 2026, an estimated $1.32K.
  • Saia made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1294 holding.
  • LRI Investments first reported a position in Saia in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Saia position peaked at $201K in Q3 2024.
  • 147 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.