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Wellspring Financial Advisors’s Saia SAIA Stock Holding History

Wellspring Financial 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 		$244K Buy
+579
New +$254K 0.02% 241
2026
Q1 		– Sell
-641
Closed -$209K – 307
2025
Q4 		$209K Buy
+641
New +$194K 0.02% 259

Other funds holding SAIA

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 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
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellspring Financial Advisors's SAIA Position: Q2 2026 in Review

Wellspring Financial Advisors opened a new position in Saia (SAIA) in Q2 2026: 579 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #241 among its holdings. This is a return to the name: Wellspring Financial Advisors previously reported a position in SAIA as recently as Q4 2025.

Wellspring Financial Advisors first reported a position in SAIA in Q4 2025 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

  • Wellspring Financial Advisors held 579 shares of Saia worth $244K as of Q2 2026.
  • Saia was a new Wellspring Financial Advisors position in Q2 2026.
  • Saia made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #241 holding.
  • Wellspring Financial Advisors first reported a position in Saia in Q4 2025 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.