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Clearstead Advisors’s Silvercrest Asset Management SAMG Stock Holding History

Clearstead 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
2026
Q2 		$233 Sell
23
-10,592
-100% -$129K ﹤0.01% 3158
2026
Q1 		$143K Sell
10,615
-13,376
-56% -$198K ﹤0.01% 1058
2025
Q4 		$364K Buy
23,991
+1,279
+6% +$18.6K ﹤0.01% 759
2025
Q3 		$358K Hold
22,712
– – ﹤0.01% 732
2025
Q2 		$360K Buy
22,712
+9,576
+73% +$145K 0.01% 704
2025
Q1 		$215K Hold
13,136
– – ﹤0.01% 811
2024
Q4 		$242K Sell
13,136
-9,041
-41% -$160K ﹤0.01% 797
2024
Q3 		$382K Buy
22,177
+9,381
+73% +$151K 0.01% 642
2024
Q2 		$199K Buy
+12,796
New +$193K ﹤0.01% 819

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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RS
R Squared Central, Hong Kong $190M AUM 25.89% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Clearstead Advisors's SAMG Position: Q2 2026 in Review

Clearstead Advisors reduced its Silvercrest Asset Management (SAMG) stake by 100% in Q2 2026, selling an estimated $129K and leaving 23 shares worth $233. The position accounts for ﹤0.01% of the portfolio, ranked #3158.

Clearstead Advisors first reported a position in SAMG in Q2 2024 and has held it in 9 quarters since. The position peaked at $382K in Q3 2024. 35 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • Clearstead Advisors held 23 shares of Silvercrest Asset Management worth $233 as of Q2 2026.
  • Clearstead Advisors sold 10,592 Silvercrest Asset Management shares in Q2 2026, an estimated $129K.
  • Silvercrest Asset Management made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3158 holding.
  • Clearstead Advisors first reported a position in Silvercrest Asset Management in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's Silvercrest Asset Management position peaked at $382K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.