Appleton Partners’s Silvercrest Asset Management SAMG Stock Holding History

Appleton Partners’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	$320K	Hold	31,650	–	–	0.02%	240
2026 Q1	$425K	Hold	31,650	–	–	0.03%	200
2025 Q4	$481K	Hold	31,650	–	–	0.03%	191
2025 Q3	$498K	Hold	31,650	–	–	0.03%	188
2025 Q2	$502K	Hold	31,650	–	–	0.04%	182
2025 Q1	$518K	Hold	31,650	–	–	0.04%	173
2024 Q4	$582K	Hold	31,650	–	–	0.04%	161
2024 Q3	$546K	Hold	31,650	–	–	0.04%	169
2024 Q2	$493K	Hold	31,650	–	–	0.04%	176
2024 Q1	$500K	Hold	31,650	–	–	0.04%	183
2023 Q4	$538K	Hold	31,650	–	–	0.04%	181
2023 Q3	$502K	Hold	31,650	–	–	0.04%	186
2023 Q2	$641K	Hold	31,650	–	–	0.05%	176
2023 Q1	$575K	Buy	+31,650	New	+$572K	0.05%	194

Other funds holding SAMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Appleton Partners's SAMG Position: Q2 2026 in Review

Appleton Partners held its Silvercrest Asset Management (SAMG) position steady in Q2 2026 at 31,650 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #240.

Appleton Partners first reported a position in SAMG in Q1 2023 and has held it in 14 quarters since. The position peaked at $641K in Q2 2023. 99 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

Appleton Partners held 31,650 shares of Silvercrest Asset Management worth $320K as of Q2 2026.
Appleton Partners left its Silvercrest Asset Management share count unchanged in Q2 2026.
Silvercrest Asset Management made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #240 holding.
Appleton Partners first reported a position in Silvercrest Asset Management in Q1 2023 and has held it in 14 quarters since.
Appleton Partners's Silvercrest Asset Management position peaked at $641K in Q2 2023.
99 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.