Root Financial Partners
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Root Financial Partners’s Saia SAIA Stock Holding History

Root Financial Partners’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 		$32.7K Buy
+98
New +$36.7K ﹤0.01% 1297
2026
Q2 		– Sell
-63
Closed -$22.1K – 2631
2026
Q1 		$22.1K Buy
63
+32
+103% +$11.7K ﹤0.01% 1265
2025
Q4 		$10.1K Sell
31
-11
-26% -$3.32K ﹤0.01% 1487
2025
Q3 		$12.6K Buy
+42
New +$12.7K ﹤0.01% 1350

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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's SAIA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Saia (SAIA) in Q3 2026: 98 shares worth $32.7K. The stake represents ﹤0.01% of the portfolio and ranks #1297 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SAIA as recently as Q1 2026.

Root Financial Partners first reported a position in SAIA in Q3 2025 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold SAIA as of Q3 2026.

  • Root Financial Partners held 98 shares of Saia worth $32.7K as of Q3 2026.
  • Saia was a new Root Financial Partners position in Q3 2026.
  • Saia made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1297 holding.
  • Root Financial Partners first reported a position in Saia in Q3 2025 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held Saia as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.