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Twin Peaks Wealth Advisors’s Saia SAIA Stock Holding History

Twin Peaks Wealth 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 		$6.32K Buy
+18
New +$6.56K ﹤0.01% 1288
2025
Q3 		– Sell
-18
Closed -$5.42K – 1717
2025
Q2 		$5.42K Buy
+18
New +$5.13K ﹤0.01% 1278

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

Twin Peaks Wealth Advisors's SAIA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Saia (SAIA) in Q1 2026: 18 shares worth $6.32K. The stake represents ﹤0.01% of the portfolio and ranks #1288 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SAIA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SAIA in Q2 2025 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold SAIA as of Q1 2026.

  • Twin Peaks Wealth Advisors held 18 shares of Saia worth $6.32K as of Q1 2026.
  • Saia was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Saia made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1288 holding.
  • Twin Peaks Wealth Advisors first reported a position in Saia in Q2 2025 and has held it in 2 quarters since.
  • 453 funds tracked by Wall St. Rank held Saia as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.