Merit Financial Group’s Saia SAIA Stock Holding History

Merit Financial Group’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	–	Sell	-633	Closed	-$267K	–	2557
2026 Q2	$267K	Buy	+633	New	+$278K	﹤0.01%	1891

Other funds holding SAIA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 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

Merit Financial Group's SAIA Position: Q3 2026 in Review

Merit Financial Group sold out of Saia (SAIA) in Q3 2026, closing a stake of 633 shares — an estimated $267K sold.

Merit Financial Group first reported a position in SAIA in Q2 2026 and held it in 1 quarter. The position peaked at $267K in Q2 2026. 214 funds tracked by Wall St. Rank hold SAIA as of Q3 2026.

Merit Financial Group reported no remaining Saia position as of Q3 2026 after selling out during the quarter.
Merit Financial Group sold 633 Saia shares in Q3 2026, an estimated $267K.
Merit Financial Group first reported a position in Saia in Q2 2026 and held it in 1 quarter.
Merit Financial Group's Saia position peaked at $267K in Q2 2026.
214 funds tracked by Wall St. Rank held Saia as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.