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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
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% -$3.33K ﹤0.01% 1487
2025
Q3 		$12.6K Buy
+42
New +$12.7K ﹤0.01% 1350

Other funds holding SAIA

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Root Financial Partners's SAIA Position: Q2 2026 in Review

Root Financial Partners sold out of Saia (SAIA) in Q2 2026, closing a stake of 63 shares — an estimated $22.1K sold.

Root Financial Partners first reported a position in SAIA in Q3 2025 and held it in 3 quarters. The position peaked at $22.1K in Q1 2026. 138 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • Root Financial Partners reported no remaining Saia position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 63 Saia shares in Q2 2026, an estimated $22.1K.
  • Root Financial Partners first reported a position in Saia in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Saia position peaked at $22.1K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.