Pinnacle Wealth Planning Services’s Saia SAIA Stock Holding History

Pinnacle Wealth Planning 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 Q1	$33K	Sell	94 -13	-12%	-$4.74K	﹤0.01%	1436
2025 Q4	$34.9K	Buy	+107	New	+$32.3K	﹤0.01%	1424
2024 Q4	–	Sell	-462	Closed	-$202K	–	531
2024 Q3	$202K	Sell	462 -1	-0.2%	-$424	0.03%	461
2024 Q2	$220K	Sell	463 -6	-1%	-$2.79K	0.03%	388
2024 Q1	$274K	Sell	469 -6	-1%	-$3.14K	0.04%	323
2023 Q4	$208K	Buy	+475	New	+$192K	0.03%	393
2021 Q1	–	Sell	-196	Closed	-$35K	–	1633
2020 Q4	$35K	Buy	+196	New	+$32.2K	0.01%	947

Other funds holding SAIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

Pinnacle Wealth Planning Services's SAIA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Saia (SAIA) stake by 12% in Q1 2026, selling an estimated $4.74K and leaving 94 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Pinnacle Wealth Planning Services first reported a position in SAIA in Q4 2020 and has held it in 7 quarters since. The position peaked at $274K in Q1 2024. 453 funds tracked by Wall St. Rank hold SAIA as of Q1 2026.

Pinnacle Wealth Planning Services held 94 shares of Saia worth $33K as of Q1 2026.
Pinnacle Wealth Planning Services sold 13 Saia shares in Q1 2026, an estimated $4.74K.
Saia made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1436 holding.
Pinnacle Wealth Planning Services first reported a position in Saia in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Saia position peaked at $274K in Q1 2024.
453 funds tracked by Wall St. Rank held Saia as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.