Carson Wealth (CWM LLC)
SAMG icon

Carson Wealth (CWM LLC)’s Silvercrest Asset Management SAMG Stock Holding History

Carson Wealth (CWM 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
Q1 		$12.7K Buy
945
+644
+214% +$9.56K ﹤0.01% 4683
2025
Q4 		$5K Sell
301
-26
-8% -$377 ﹤0.01% 4841
2025
Q3 		$5K Buy
327
+12
+4% +$196 ﹤0.01% 4754
2025
Q2 		$5K Buy
315
+192
+156% +$2.9K ﹤0.01% 4638
2025
Q1 		$2K Buy
123
+40
+48% +$711 ﹤0.01% 4810
2024
Q4 		$2K Buy
83
+11
+15% +$195 ﹤0.01% 4605
2024
Q3 		$1K Buy
72
+42
+140% +$677 ﹤0.01% 4693
2024
Q2 		$0 Buy
30
+29
+2,900% +$437 ﹤0.01% 4894
2024
Q1 		$0 Buy
+1
New +$16 ﹤0.01% 4697

Other funds holding SAMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 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 $551M AUM 49.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SAMG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Silvercrest Asset Management (SAMG) stake by 214% in Q1 2026, buying an estimated $9.56K and bringing the position to 945 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4683.

Carson Wealth (CWM LLC) first reported a position in SAMG in Q1 2024 and has held it in 9 quarters since. 94 funds tracked by Wall St. Rank hold SAMG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 945 shares of Silvercrest Asset Management worth $12.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 644 Silvercrest Asset Management shares in Q1 2026, an estimated $9.56K.
  • Silvercrest Asset Management made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4683 holding.
  • Carson Wealth (CWM LLC) first reported a position in Silvercrest Asset Management in Q1 2024 and has held it in 9 quarters since.
  • 94 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.