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Ancora Advisors’s Silvercrest Asset Management SAMG Stock Holding History

Ancora Advisors’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 		$37K Sell
2,753
-54,505
-95% -$809K ﹤0.01% 1274
2025
Q4 		$870K Sell
57,258
-97,988
-63% -$1.42M 0.02% 427
2025
Q3 		$2.45M Sell
155,246
-3,128
-2% -$51K 0.05% 259
2025
Q2 		$2.51M Sell
158,374
-1,396
-0.9% -$21.1K 0.05% 257
2025
Q1 		$2.61M Sell
159,770
-3,135
-2% -$55.8K 0.06% 247
2024
Q4 		$3M Sell
162,905
-515
-0.3% -$9.14K 0.07% 221
2024
Q3 		$2.82M Hold
163,420
– – 0.06% 231
2024
Q2 		$2.55M Buy
163,420
+8,892
+6% +$134K 0.06% 239
2024
Q1 		$2.44M Buy
154,528
+8,245
+6% +$135K 0.06% 246
2023
Q4 		$2.49M Buy
146,283
+16,810
+13% +$278K 0.06% 240
2023
Q3 		$2.05M Buy
129,473
+6,949
+6% +$134K 0.05% 246
2023
Q2 		$2.48M Hold
122,524
– – 0.07% 218
2023
Q1 		$2.23M Buy
122,524
+10,009
+9% +$181K 0.06% 227
2022
Q4 		$2.11M Sell
112,515
-1,219
-1% -$21.9K 0.06% 248
2022
Q3 		$1.86M Buy
113,734
+6,164
+6% +$110K 0.06% 252
2022
Q2 		$1.77M Hold
107,570
– – 0.05% 280
2022
Q1 		$2.2M Buy
107,570
+9,248
+9% +$165K 0.05% 264
2021
Q4 		$1.69M Buy
+98,322
New +$1.59M 0.04% 308

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

Ancora Advisors's SAMG Position: Q1 2026 in Review

Ancora Advisors reduced its Silvercrest Asset Management (SAMG) stake by 95% in Q1 2026, selling an estimated $809K and leaving 2,753 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Ancora Advisors first reported a position in SAMG in Q4 2021 and has held it in 18 quarters since. The position peaked at $3M in Q4 2024. 94 funds tracked by Wall St. Rank hold SAMG as of Q1 2026.

  • Ancora Advisors held 2,753 shares of Silvercrest Asset Management worth $37K as of Q1 2026.
  • Ancora Advisors sold 54,505 Silvercrest Asset Management shares in Q1 2026, an estimated $809K.
  • Silvercrest Asset Management made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1274 holding.
  • Ancora Advisors first reported a position in Silvercrest Asset Management in Q4 2021 and has held it in 18 quarters since.
  • Ancora Advisors's Silvercrest Asset Management position peaked at $3M in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.