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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
Q2 		$769 Buy
76
+51
+204% +$621 ﹤0.01% 4771
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 $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Allworth Financial's SAMG Position: Q2 2026 in Review

Allworth Financial increased its Silvercrest Asset Management (SAMG) stake by 204% in Q2 2026, buying an estimated $621 and bringing the position to 76 shares worth $769. The position accounts for ﹤0.01% of the portfolio, ranked #4771.

Allworth Financial first reported a position in SAMG in Q3 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • Allworth Financial held 76 shares of Silvercrest Asset Management worth $769 as of Q2 2026.
  • Allworth Financial bought 51 Silvercrest Asset Management shares in Q2 2026, an estimated $621.
  • Silvercrest Asset Management made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4771 holding.
  • Allworth Financial first reported a position in Silvercrest Asset Management in Q3 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.