Position in SAIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,061,578
+$1,121,553 QoQ
Shares Held
4,895
+82.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#225
of 513 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in SAIA Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $18,061,739 across 8 Trucking names. SAIA ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
41,848 | $9,064,276 | |
| 2 | XPO |
XPO, Inc.
|
13,756 | $2,823,969 | |
| 3 | KNX |
Knight-Swift Transportation Holdings Inc.
|
30,501 | $2,375,112 | |
| 4 | SAIA |
Saia Inc
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|
4,895 | $2,061,578 | |
| 5 | SNDR |
Schneider National, Inc.
|
18,405 | $672,334 | |
| 6 | RXO |
RXO, Inc.
|
16,053 | $442,902 | |
| 7 | WERN |
Werner Enterprises Inc
|
7,670 | $334,488 | |
| 8 | ARCB |
Arcbest Corp /Tx/
|
2,000 | $287,080 |
All Filings in SAIA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,061,578 | 4,895 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $940,025 | 2,676 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $750,669 | 2,299 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $660,088 | 2,205 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $452,083 | 1,650 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $444,474 | 1,272 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $631,641 | 1,386 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $218,647 | 461 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $236,925 | 405 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $887,395 | 2,025 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,088,314 | 2,730 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,066,949 | 3,116 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,308,432 | 4,809 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,077,755 | 5,140 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $832,580 | 4,382 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $780,012 | 4,149 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,096,458 | 4,497 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $902,229 | 2,677 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $512,954 | 2,155 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $441,185 | 2,106 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $473,611 | 2,054 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,040 | 50 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,522 | 20 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||