Citadel Advisors
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Citadel Advisors’s Silvercrest Asset Management SAMG Stock Holding History

Citadel 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
2025
Q2 		– Sell
-100
Closed -$1.64K – 14730
2025
Q1 		$1.64K Buy
+100
New +$1.78K ﹤0.01% 14118
2024
Q4 		– Sell
-500
Closed -$8.62K – 15264
2024
Q3 		$8.62K Hold
500
– – ﹤0.01% 13296
2024
Q2 		$7.79K Sell
500
-100
-17% -$1.51K ﹤0.01% 13230
2024
Q1 		$9.49K Buy
+600
New +$9.85K ﹤0.01% 13495

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

Citadel Advisors's SAMG Position: Q1 2026 in Review

Citadel Advisors opened a new position in Silvercrest Asset Management (SAMG) in Q1 2026: 30,308 shares worth $407K. The stake represents ﹤0.01% of the portfolio and ranks #9783 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in SAMG as recently as Q1 2025.

Citadel Advisors first reported a position in SAMG in Q2 2022 and has held it in 8 quarters since. The position peaked at $610K in Q1 2024. 94 funds tracked by Wall St. Rank hold SAMG as of Q1 2026.

  • Citadel Advisors held 30,308 shares of Silvercrest Asset Management worth $407K as of Q1 2026.
  • Silvercrest Asset Management was a new Citadel Advisors position in Q1 2026.
  • Silvercrest Asset Management made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #9783 holding.
  • Citadel Advisors first reported a position in Silvercrest Asset Management in Q2 2022 and has held it in 8 quarters since.
  • Citadel Advisors's Silvercrest Asset Management position peaked at $610K in Q1 2024.
  • 94 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2026.

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