EWA
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EverSource Wealth Advisors’s Silvercrest Asset Management SAMG Stock Holding History

EverSource 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 		$486 Buy
48
+4
+9% +$49 ﹤0.01% 4135
2026
Q1 		$592 Buy
44
+27
+159% +$401 ﹤0.01% 4021
2025
Q4 		$258 Sell
17
-25
-60% -$363 ﹤0.01% 3997
2025
Q3 		$662 Buy
42
+26
+163% +$424 ﹤0.01% 3868
2025
Q2 		$254 Buy
16
+7
+78% +$106 ﹤0.01% 4028
2025
Q1 		$147 Buy
+9
New +$160 ﹤0.01% 3759

Other funds holding SAMG

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
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PSB
Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Silvercrest Asset Management (SAMG) stake by 9.1% in Q2 2026, buying an estimated $49 and bringing the position to 48 shares worth $486. The position accounts for ﹤0.01% of the portfolio, ranked #4135.

EverSource Wealth Advisors first reported a position in SAMG in Q1 2025 and has held it in 6 quarters since. The position peaked at $662 in Q3 2025. 20 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • EverSource Wealth Advisors held 48 shares of Silvercrest Asset Management worth $486 as of Q2 2026.
  • EverSource Wealth Advisors bought 4 Silvercrest Asset Management shares in Q2 2026, an estimated $49.
  • Silvercrest Asset Management made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4135 holding.
  • EverSource Wealth Advisors first reported a position in Silvercrest Asset Management in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Silvercrest Asset Management position peaked at $662 in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.