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Bogart Wealth LLC’s Silvercrest Asset Management SAMG Stock Holding History

Bogart Wealth LLC’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 		$475 Buy
+47
New +$572 ﹤0.01% 1813

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

Bogart Wealth LLC's SAMG Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Silvercrest Asset Management (SAMG) in Q2 2026: 47 shares worth $475. The stake represents ﹤0.01% of the portfolio and ranks #1813 among its holdings.

99 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • Bogart Wealth LLC held 47 shares of Silvercrest Asset Management worth $475 as of Q2 2026.
  • Silvercrest Asset Management was a new Bogart Wealth LLC position in Q2 2026.
  • Silvercrest Asset Management made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1813 holding.
  • 99 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.