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CM Wealth Advisors’s Silvercrest Asset Management SAMG Stock Holding History

CM Wealth 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 		$458K Buy
+45,305
New +$552K 0.08% 106

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

CM Wealth Advisors's SAMG Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in Silvercrest Asset Management (SAMG) in Q2 2026: 45,305 shares worth $458K. The stake represents 0.08% of the portfolio and ranks #106 among its holdings.

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

  • CM Wealth Advisors held 45,305 shares of Silvercrest Asset Management worth $458K as of Q2 2026.
  • Silvercrest Asset Management was a new CM Wealth Advisors position in Q2 2026.
  • Silvercrest Asset Management made up 0.08% of CM Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • 39 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.