Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s Silvercrest Asset Management SAMG Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$360K Sell
26,774
-3,158
-11% -$46.9K ﹤0.01% 1379
2025
Q4 		$455K Buy
29,932
+2,360
+9% +$34.3K ﹤0.01% 1322
2025
Q3 		$434K Buy
27,572
+6,399
+30% +$104K ﹤0.01% 1285
2025
Q2 		$336K Buy
21,173
+3,532
+20% +$53.3K ﹤0.01% 1337
2025
Q1 		$289K Buy
17,641
+1,211
+7% +$21.5K ﹤0.01% 1256
2024
Q4 		$302K Buy
16,430
+1,781
+12% +$31.6K ﹤0.01% 1257
2024
Q3 		$253K Buy
14,649
+3,446
+31% +$55.6K ﹤0.01% 1284
2024
Q2 		$175K Buy
+11,203
New +$169K ﹤0.01% 1273

Other funds holding SAMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 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 $12.5B AUM 7.49% 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 $3.37T AUM 44.26% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s SAMG Position: Q1 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its Silvercrest Asset Management (SAMG) stake by 11% in Q1 2026, selling an estimated $46.9K and leaving 26,774 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in SAMG in Q2 2024 and has held it in 8 quarters since. The position peaked at $455K in Q4 2025. 94 funds tracked by Wall St. Rank hold SAMG as of Q1 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 26,774 shares of Silvercrest Asset Management worth $360K as of Q1 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 3,158 Silvercrest Asset Management shares in Q1 2026, an estimated $46.9K.
  • Silvercrest Asset Management made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q1 2026, its #1379 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Silvercrest Asset Management in Q2 2024 and has held it in 8 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Silvercrest Asset Management position peaked at $455K in Q4 2025.
  • 94 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2026, filed 11 May 2026.