Yorktown Management & Research Company’s Saia SAIA Stock Holding History

Yorktown Management & Research Company’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	$775K	Hold	1,840	–	–	0.47%	61
2026 Q1	$646K	Hold	1,840	–	–	0.54%	51
2025 Q4	$601K	Hold	1,840	–	–	0.48%	65
2025 Q3	$551K	Hold	1,840	–	–	0.44%	78
2025 Q2	$504K	Hold	1,840	–	–	0.48%	75
2025 Q1	$643K	Hold	1,840	–	–	0.7%	30
2024 Q4	$839K	Hold	1,840	–	–	0.81%	18
2024 Q3	$805K	Hold	1,840	–	–	0.82%	20
2024 Q2	$873K	Hold	1,840	–	–	0.94%	14
2024 Q1	$1.08M	Hold	1,840	–	–	1.02%	5
2023 Q4	$806K	Hold	1,840	–	–	0.84%	18
2023 Q3	$734K	Sell	1,840 -700	-28%	-$282K	0.83%	17
2023 Q2	$870K	Hold	2,540	–	–	0.94%	13
2023 Q1	$691K	Sell	2,540 -460	-15%	-$123K	0.75%	23
2022 Q4	$629K	Hold	3,000	–	–	0.77%	27
2022 Q3	$570K	Hold	3,000	–	–	0.74%	31
2022 Q2	$564K	Hold	3,000	–	–	0.73%	34
2022 Q1	$731K	Hold	3,000	–	–	0.62%	38
2021 Q4	$1.01M	Hold	3,000	–	–	0.68%	26
2021 Q3	$714K	Hold	3,000	–	–	0.54%	41
2021 Q2	$628K	Hold	3,000	–	–	0.49%	54
2021 Q1	$692K	Hold	3,000	–	–	0.57%	47
2020 Q4	$542K	Hold	3,000	–	–	0.49%	60
2020 Q3	$378K	Hold	3,000	–	–	0.35%	120
2020 Q2	$334K	Hold	3,000	–	–	0.3%	120
2020 Q1	$221K	Hold	3,000	–	–	0.22%	202
2019 Q4	$279K	Hold	3,000	–	–	0.15%	208
2019 Q3	$281K	Buy	+3,000	New	+$238K	0.15%	188

Other funds holding SAIA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Yorktown Management & Research Company's SAIA Position: Q2 2026 in Review

Yorktown Management & Research Company held its Saia (SAIA) position steady in Q2 2026 at 1,840 shares worth $775K. The position accounts for 0.47% of the portfolio, ranked #61.

Yorktown Management & Research Company first reported a position in SAIA in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.08M in Q1 2024. 233 funds tracked by Wall St. Rank hold SAIA as of Q2 2026.

Yorktown Management & Research Company held 1,840 shares of Saia worth $775K as of Q2 2026.
Yorktown Management & Research Company left its Saia share count unchanged in Q2 2026.
Saia made up 0.47% of Yorktown Management & Research Company's portfolio in Q2 2026, its #61 holding.
Yorktown Management & Research Company first reported a position in Saia in Q3 2019 and has held it in 28 quarters since.
Yorktown Management & Research Company's Saia position peaked at $1.08M in Q1 2024.
233 funds tracked by Wall St. Rank held Saia as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.