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Summit Trail Advisors’s Saia SAIA Stock Holding History

Summit Trail Advisors’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 		$385K Buy
1,095
+12
+1% +$4.37K 0.01% 1245
2025
Q4 		$354K Buy
1,083
+323
+43% +$97.6K 0.01% 1178
2025
Q3 		$228K Buy
+760
New +$229K ﹤0.01% 1265
2018
Q1 		– Sell
-16
Closed -$1K – 1417
2017
Q4 		$1K Buy
+16
New +$1.03K ﹤0.01% 1851

Other funds holding SAIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Summit Trail Advisors's SAIA Position: Q1 2026 in Review

Summit Trail Advisors increased its Saia (SAIA) stake by 1.1% in Q1 2026, buying an estimated $4.37K and bringing the position to 1,095 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #1245.

Summit Trail Advisors first reported a position in SAIA in Q4 2017 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold SAIA as of Q1 2026.

  • Summit Trail Advisors held 1,095 shares of Saia worth $385K as of Q1 2026.
  • Summit Trail Advisors bought 12 Saia shares in Q1 2026, an estimated $4.37K.
  • Saia made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1245 holding.
  • Summit Trail Advisors first reported a position in Saia in Q4 2017 and has held it in 4 quarters since.
  • 453 funds tracked by Wall St. Rank held Saia as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.