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Farther Finance Advisors’s Silvercrest Asset Management SAMG Stock Holding History

Farther Finance 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 		$163 Sell
16
-615
-97% -$7.49K ﹤0.01% 5746
2026
Q1 		$8.44K Buy
631
+518
+458% +$7.69K ﹤0.01% 4216
2025
Q4 		$1.72K Sell
113
-95
-46% -$1.38K ﹤0.01% 4750
2025
Q3 		$3.28K Sell
208
-593
-74% -$9.67K ﹤0.01% 3936
2025
Q2 		$12.7K Buy
+801
New +$12.1K ﹤0.01% 2947

Other funds holding SAMG

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors's SAMG Position: Q2 2026 in Review

Farther Finance Advisors reduced its Silvercrest Asset Management (SAMG) stake by 97% in Q2 2026, selling an estimated $7.49K and leaving 16 shares worth $163. The position accounts for ﹤0.01% of the portfolio, ranked #5746.

Farther Finance Advisors first reported a position in SAMG in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.7K in Q2 2025. 8 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • Farther Finance Advisors held 16 shares of Silvercrest Asset Management worth $163 as of Q2 2026.
  • Farther Finance Advisors sold 615 Silvercrest Asset Management shares in Q2 2026, an estimated $7.49K.
  • Silvercrest Asset Management made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5746 holding.
  • Farther Finance Advisors first reported a position in Silvercrest Asset Management in Q2 2025 and has held it in 5 quarters since.
  • Farther Finance Advisors's Silvercrest Asset Management position peaked at $12.7K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.