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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
Q2 		$774K Buy
1,838
+743
+68% +$327K 0.01% 1081
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 $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Trail Advisors's SAIA Position: Q2 2026 in Review

Summit Trail Advisors increased its Saia (SAIA) stake by 68% in Q2 2026, buying an estimated $327K and bringing the position to 1,838 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #1081.

Summit Trail Advisors first reported a position in SAIA in Q4 2017 and has held it in 5 quarters since. 518 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • Summit Trail Advisors held 1,838 shares of Saia worth $774K as of Q2 2026.
  • Summit Trail Advisors bought 743 Saia shares in Q2 2026, an estimated $327K.
  • Saia made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1081 holding.
  • Summit Trail Advisors first reported a position in Saia in Q4 2017 and has held it in 5 quarters since.
  • 518 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.