Boston Partners
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Boston Partners’s Silvercrest Asset Management SAMG Stock Holding History

Boston 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 		$494K Sell
48,861
-194,061
-80% -$2.36M ﹤0.01% 719
2026
Q1 		$3.26M Buy
242,922
+10,612
+5% +$157K ﹤0.01% 526
2025
Q4 		$3.53M Buy
232,310
+19,753
+9% +$287K ﹤0.01% 510
2025
Q3 		$3.35M Buy
212,557
+11,457
+6% +$187K ﹤0.01% 497
2025
Q2 		$3.19M Sell
201,100
-2,359
-1% -$35.6K ﹤0.01% 495
2025
Q1 		$3.33M Sell
203,459
-4,613
-2% -$82K ﹤0.01% 460
2024
Q4 		$3.83M Sell
208,072
-4,314
-2% -$76.6K ﹤0.01% 444
2024
Q3 		$3.66M Sell
212,386
-17,712
-8% -$286K ﹤0.01% 459
2024
Q2 		$3.59M Sell
230,098
-12,255
-5% -$185K ﹤0.01% 453
2024
Q1 		$3.83M Sell
242,353
-17,121
-7% -$281K ﹤0.01% 453
2023
Q4 		$4.41M Sell
259,474
-99,697
-28% -$1.65M 0.01% 426
2023
Q3 		$5.7M Sell
359,171
-53,096
-13% -$1.03M 0.01% 406
2023
Q2 		$8.35M Sell
412,267
-23,848
-5% -$456K 0.01% 383
2023
Q1 		$7.93M Sell
436,115
-61,488
-12% -$1.11M 0.01% 371
2022
Q4 		$9.34M Sell
497,603
-64,224
-11% -$1.16M 0.01% 355
2022
Q3 		$9.19M Sell
561,827
-16,097
-3% -$287K 0.01% 359
2022
Q2 		$9.48M Buy
577,924
+15,650
+3% +$311K 0.01% 357
2022
Q1 		$11.5M Sell
562,274
-6,821
-1% -$122K 0.01% 355
2021
Q4 		$9.77M Buy
569,095
+122,754
+28% +$1.99M 0.01% 359
2021
Q3 		$6.95M Sell
446,341
-36,620
-8% -$577K 0.01% 377
2021
Q2 		$7.26M Sell
482,961
-33,567
-6% -$508K 0.01% 373
2021
Q1 		$7.43M Buy
516,528
+6,669
+1% +$98.1K 0.01% 372
2020
Q4 		$7.08M Buy
509,859
+120,217
+31% +$1.53M 0.01% 350
2020
Q3 		$4.08M Sell
389,642
-28,401
-7% -$334K 0.01% 369
2020
Q2 		$5.31M Sell
418,043
-105,210
-20% -$1.12M 0.01% 359
2020
Q1 		$4.95M Sell
523,253
-56,390
-10% -$648K 0.01% 367
2019
Q4 		$7.29M Buy
579,643
+3,945
+0.7% +$49.8K 0.01% 359
2019
Q3 		$7.08M Sell
575,698
-4,872
-0.8% -$65.4K 0.01% 367
2019
Q2 		$8.14M Sell
580,570
-28,949
-5% -$404K 0.01% 384
2019
Q1 		$8.69M Sell
609,519
-70,800
-10% -$1.01M 0.01% 389
2018
Q4 		$9M Buy
680,319
+91,719
+16% +$1.27M 0.01% 381
2018
Q3 		$8.15M Buy
588,600
+17,997
+3% +$290K 0.01% 393
2018
Q2 		$9.3M Sell
570,603
-51,909
-8% -$826K 0.01% 384
2018
Q1 		$9.46M Sell
622,512
-13,759
-2% -$209K 0.01% 388
2017
Q4 		$10.2M Buy
636,271
+17,521
+3% +$267K 0.01% 388
2017
Q3 		$9M Buy
618,750
+68,638
+12% +$884K 0.01% 400
2017
Q2 		$7.4M Buy
550,112
+18,011
+3% +$235K 0.01% 420
2017
Q1 		$7.08M Buy
532,101
+7,585
+1% +$104K 0.01% 439
2016
Q4 		$6.9M Buy
524,516
+9,755
+2% +$122K 0.01% 445
2016
Q3 		$6.11M Buy
514,761
+33,452
+7% +$405K 0.01% 462
2016
Q2 		$5.89M Buy
481,309
+10,347
+2% +$130K 0.01% 459
2016
Q1 		$6M Buy
470,962
+141,486
+43% +$1.58M 0.01% 438
2015
Q4 		$3.92M Buy
329,476
+211,856
+180% +$2.48M 0.01% 516
2015
Q3 		$1.27M Buy
117,620
+2,720
+2% +$33.2K ﹤0.01% 645
2015
Q2 		$1.61M Sell
114,900
-3,710
-3% -$52.8K ﹤0.01% 639
2015
Q1 		$1.69M Sell
118,610
-40,910
-26% -$582K ﹤0.01% 635
2014
Q4 		$2.5M Buy
159,520
+18,920
+13% +$275K ﹤0.01% 613
2014
Q3 		$1.92M Sell
140,600
-31,100
-18% -$498K ﹤0.01% 639
2014
Q2 		$2.96M Sell
171,700
-200
-0.1% -$3.49K ﹤0.01% 589
2014
Q1 		$3.14M Sell
171,900
-11,600
-6% -$195K 0.01% 580
2013
Q4 		$3.13M Buy
183,500
+56,900
+45% +$860K 0.01% 575
2013
Q3 		$1.73M Buy
+126,600
New +$1.67M ﹤0.01% 609

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $554M AUM 25.64% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $404M AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return

Boston Partners's SAMG Position: Q2 2026 in Review

Boston Partners reduced its Silvercrest Asset Management (SAMG) stake by 80% in Q2 2026, selling an estimated $2.36M and leaving 48,861 shares worth $494K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Boston Partners first reported a position in SAMG in Q3 2013 and has held it in 52 quarters since. The position peaked at $11.5M in Q1 2022. 48 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • Boston Partners held 48,861 shares of Silvercrest Asset Management worth $494K as of Q2 2026.
  • Boston Partners sold 194,061 Silvercrest Asset Management shares in Q2 2026, an estimated $2.36M.
  • Silvercrest Asset Management made up ﹤0.01% of Boston Partners's portfolio in Q2 2026, its #719 holding.
  • Boston Partners first reported a position in Silvercrest Asset Management in Q3 2013 and has held it in 52 quarters since.
  • Boston Partners's Silvercrest Asset Management position peaked at $11.5M in Q1 2022.
  • 48 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.