Private Wealth Management Group’s Saia SAIA Stock Holding History

Private Wealth Management 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	$668	Hold	2	–	–	﹤0.01%	1398
2026 Q2	$843	Hold	2	–	–	﹤0.01%	1329
2026 Q1	$703	Hold	2	–	–	﹤0.01%	1310
2025 Q4	$654	Sell	2 -12	-86%	-$3.63K	﹤0.01%	1354
2025 Q3	$4.19K	Buy	14 +12	+600%	+$3.62K	﹤0.01%	864
2025 Q2	$548	Sell	2 -6	-75%	-$1.71K	﹤0.01%	1413
2025 Q1	$2.8K	Sell	8 -8	-50%	-$3.48K	﹤0.01%	941
2024 Q4	$7.29K	Buy	16 +1	+7%	+$495	﹤0.01%	594
2024 Q3	$6.56K	Sell	15 -1	-6%	-$424	﹤0.01%	618
2024 Q2	$7.59K	Buy	16 +10	+167%	+$4.66K	﹤0.01%	537
2024 Q1	$3.51K	Hold	6	–	–	﹤0.01%	752
2023 Q4	$2.63K	Buy	+6	New	+$2.42K	﹤0.01%	863

Other funds holding SAIA

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

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

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Private Wealth Management Group's SAIA Position: Q3 2026 in Review

Private Wealth Management Group held its Saia (SAIA) position steady in Q3 2026 at 2 shares worth $668. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Private Wealth Management Group first reported a position in SAIA in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.59K in Q2 2024. 176 funds tracked by Wall St. Rank hold SAIA as of Q3 2026.

Private Wealth Management Group held 2 shares of Saia worth $668 as of Q3 2026.
Private Wealth Management Group left its Saia share count unchanged in Q3 2026.
Saia made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1398 holding.
Private Wealth Management Group first reported a position in Saia in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Saia position peaked at $7.59K in Q2 2024.
176 funds tracked by Wall St. Rank held Saia as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.