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Amalgamated Bank’s Silvercrest Asset Management SAMG Stock Holding History

Amalgamated Bank’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 		– Sell
-217
Closed -$3K – 2597
2025
Q4 		$3K Sell
217
-127
-37% -$1.84K ﹤0.01% 2874
2025
Q3 		$5K Hold
344
– – ﹤0.01% 2790
2025
Q2 		$5K Hold
344
– – ﹤0.01% 2783
2025
Q1 		$6K Hold
344
– – ﹤0.01% 2617
2024
Q4 		$6K Hold
344
– – ﹤0.01% 2683
2024
Q3 		$6K Hold
344
– – ﹤0.01% 2721
2024
Q2 		$5K Hold
344
– – ﹤0.01% 2799
2024
Q1 		$5K Sell
344
-1,029
-75% -$16.9K ﹤0.01% 2734
2023
Q4 		$23K Sell
1,373
-103
-7% -$1.7K ﹤0.01% 2592
2023
Q3 		$23K Hold
1,476
– – ﹤0.01% 2595
2023
Q2 		$30K Buy
1,476
+137
+10% +$2.62K ﹤0.01% 2531
2023
Q1 		$24K Sell
1,339
-233
-15% -$4.21K ﹤0.01% 2583
2022
Q4 		$30K Hold
1,572
– – ﹤0.01% 2623
2022
Q3 		$26K Buy
1,572
+24
+2% +$428 ﹤0.01% 2735
2022
Q2 		$25K Buy
+1,548
New +$30.8K ﹤0.01% 2796

Other funds holding SAMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 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 $12.5B AUM 7.49% 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 $3.37T AUM 44.26% 1-Year Est. Return

Amalgamated Bank's SAMG Position: Q1 2026 in Review

Amalgamated Bank sold out of Silvercrest Asset Management (SAMG) in Q1 2026, closing a stake of 217 shares — an estimated $3K sold.

Amalgamated Bank first reported a position in SAMG in Q2 2022 and held it in 15 quarters. The position peaked at $30K in Q2 2023. 94 funds tracked by Wall St. Rank hold SAMG as of Q1 2026.

  • Amalgamated Bank reported no remaining Silvercrest Asset Management position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 217 Silvercrest Asset Management shares in Q1 2026, an estimated $3K.
  • Amalgamated Bank first reported a position in Silvercrest Asset Management in Q2 2022 and held it in 15 quarters.
  • Amalgamated Bank's Silvercrest Asset Management position peaked at $30K in Q2 2023.
  • 94 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.