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 Q2	$39.6K	Hold	94	–	–	﹤0.01%	1437
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 $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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's SAIA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Saia (SAIA) position steady in Q2 2026 at 94 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Pinnacle Wealth Planning Services first reported a position in SAIA in Q4 2020 and has held it in 8 quarters since. The position peaked at $274K in Q1 2024. 518 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

Pinnacle Wealth Planning Services held 94 shares of Saia worth $39.6K as of Q2 2026.
Pinnacle Wealth Planning Services left its Saia share count unchanged in Q2 2026.
Saia made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1437 holding.
Pinnacle Wealth Planning Services first reported a position in Saia in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's Saia position peaked at $274K in Q1 2024.
518 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.