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Allworth Financial’s Silvercrest Asset Management SAMG Stock Holding History

Allworth Financial’s Portfolio SAMG Stock Details SAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$336 Buy
+25
New +$371 ﹤0.01% 4821
2025
Q4 		– Sell
-1
Closed -$16 – 5253
2025
Q3 		$16 Buy
+1
New +$16 ﹤0.01% 4840

Other funds holding SAMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's SAMG Position: Q1 2026 in Review

Allworth Financial opened a new position in Silvercrest Asset Management (SAMG) in Q1 2026: 25 shares worth $336. The stake represents ﹤0.01% of the portfolio and ranks #4821 among its holdings. This is a return to the name: Allworth Financial previously reported a position in SAMG as recently as Q3 2025.

Allworth Financial first reported a position in SAMG in Q3 2025 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold SAMG as of Q1 2026.

  • Allworth Financial held 25 shares of Silvercrest Asset Management worth $336 as of Q1 2026.
  • Silvercrest Asset Management was a new Allworth Financial position in Q1 2026.
  • Silvercrest Asset Management made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4821 holding.
  • Allworth Financial first reported a position in Silvercrest Asset Management in Q3 2025 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.