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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
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

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
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Essential Partners's SAMG Position: Q2 2026 in Review

Essential Partners reduced its Silvercrest Asset Management (SAMG) stake by 22% in Q2 2026, selling an estimated $134 and leaving 40 shares worth $404. The position accounts for ﹤0.01% of the portfolio, ranked #2520.

Essential Partners first reported a position in SAMG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.89K in Q3 2025. 99 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • Essential Partners held 40 shares of Silvercrest Asset Management worth $404 as of Q2 2026.
  • Essential Partners sold 11 Silvercrest Asset Management shares in Q2 2026, an estimated $134.
  • Silvercrest Asset Management made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2520 holding.
  • Essential Partners first reported a position in Silvercrest Asset Management in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Silvercrest Asset Management position peaked at $1.89K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.