Position in SAIA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$111,180
-$14,923 QoQ
Shares Held
264
-26.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#72
of 120 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAIA Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,619,022 across 14 Trucking names. SAIA ranks #3 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KNX |
Knight-Swift Transportation Holdings Inc.
|
46,814 | $3,645,400 | |
| 2 | ODFL |
Old Dominion Freight Line, Inc.
|
3,012 | $652,395 | |
| 3 | SAIA |
Saia Inc
This page
|
264 | $111,180 | |
| 4 | XPO |
XPO, Inc.
|
284 | $58,298 | |
| 5 | SNDR |
Schneider National, Inc.
|
1,332 | $48,655 | |
| 6 | RXO |
RXO, Inc.
|
834 | $23,006 | |
| 7 | MRTN |
Marten Transport Ltd
|
1,292 | $22,415 | |
| 8 | TFII |
TFI International Inc.
|
123 | $17,656 |
All Filings in SAIA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,180 | 264 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $126,103 | 359 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $139,748 | 428 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $146,385 | 489 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $156,445 | 571 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $218,393 | 625 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $339,059 | 744 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $313,951 | 718 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $347,176 | 732 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $422,955 | 723 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $304,998 | 696 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $305,365 | 766 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $200,308 | 585 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $159,165 | 585 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,467 | 7 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||