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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

SAIA holding history

Saia Inc in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SAIA overviewAll 13F holders of SAIAFull Q2 2026 holdings

Shares (Q2 2026)
4,895
Value
$2.06M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SAIA by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,895$2.06M<0.1%+2,219+82.9%AddedHolders
Q1 20262,676$940.0K<0.1%+377+16.4%AddedHolders
Q4 20252,299$750.7K<0.1%+94+4.3%AddedHolders
Q3 20252,205$660.1K<0.1%+555+33.6%AddedHolders
Q2 20251,650$452.1K<0.1%+378+29.7%AddedHolders
Q1 20251,272$444.5K<0.1%−114−8.2%ReducedHolders
Q4 20241,386$631.6K<0.1%+1,386NewHolders
Q3 20240$00.0%−461−100.0%Sold outHolders
Q2 2024461$218.6K<0.1%+56+13.8%AddedHolders
Q1 2024405$236.9K<0.1%−1,620−80.0%ReducedHolders
Q4 20232,025$887.4K<0.1%−705−25.8%ReducedHolders
Q3 20232,730$1.09M<0.1%−386−12.4%ReducedHolders
Q2 20233,116$1.07M<0.1%−1,693−35.2%ReducedHolders
Q1 20234,809$1.31M<0.1%−331−6.4%ReducedHolders
Q4 20225,140$1.08M<0.1%+758+17.3%AddedHolders
Q3 20224,382$833.0K<0.1%+233+5.6%AddedHolders
Q2 20224,149$780.0K<0.1%−348−7.7%ReducedHolders
Q1 20224,497$1.10M<0.1%+1,820+68.0%AddedHolders
Q4 20212,677$902.0K<0.1%+522+24.2%AddedHolders
Q3 20212,155$513.0K<0.1%+49+2.3%AddedHolders
Q2 20212,106$441.0K<0.1%+52+2.5%AddedHolders
Q1 20212,054$474.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.