Empowered Funds’s Silvercrest Asset Management SAMG Stock Holding History

Empowered Funds’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 Q3	$133K	Buy	+12,602	New	+$127K	﹤0.01%	2370

Other funds holding SAMG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Empowered Funds's SAMG Position: Q3 2026 in Review

Empowered Funds opened a new position in Silvercrest Asset Management (SAMG) in Q3 2026: 12,602 shares worth $133K. The stake represents ﹤0.01% of the portfolio and ranks #2370 among its holdings.

71 funds tracked by Wall St. Rank hold SAMG as of Q3 2026.

Empowered Funds held 12,602 shares of Silvercrest Asset Management worth $133K as of Q3 2026.
Silvercrest Asset Management was a new Empowered Funds position in Q3 2026.
Silvercrest Asset Management made up ﹤0.01% of Empowered Funds's portfolio in Q3 2026, its #2370 holding.
71 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q3 2026.

Based on Empowered Funds's 13F filing for Q3 2026, filed 13 Nov 2026.