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Essential Partners’s Silvercrest Asset Management SAMG Stock Holding History

Essential Partners’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 		$401 Sell
38
-2
-5% -$20 ﹤0.01% 2466
2026
Q2 		$404 Sell
40
-11
-22% -$134 ﹤0.01% 2520
2026
Q1 		$685 Sell
51
-22
-30% -$326 ﹤0.01% 2343
2025
Q4 		$1.11K Sell
73
-47
-39% -$682 ﹤0.01% 1994
2025
Q3 		$1.89K Buy
120
+117
+3,900% +$1.91K ﹤0.01% 1807
2025
Q2 		$48 Buy
+3
New +$45 ﹤0.01% 2153

Other funds holding SAMG

GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's SAMG Position: Q3 2026 in Review

Essential Partners reduced its Silvercrest Asset Management (SAMG) stake by 5% in Q3 2026, selling an estimated $20 and leaving 38 shares worth $401. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

Essential Partners first reported a position in SAMG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.89K in Q3 2025. 7 funds tracked by Wall St. Rank hold SAMG as of Q3 2026.

  • Essential Partners held 38 shares of Silvercrest Asset Management worth $401 as of Q3 2026.
  • Essential Partners sold 2 Silvercrest Asset Management shares in Q3 2026, an estimated $20.
  • Silvercrest Asset Management made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2466 holding.
  • Essential Partners first reported a position in Silvercrest Asset Management in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Silvercrest Asset Management position peaked at $1.89K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.