Fidelity Investments
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Fidelity Investments’s Silvercrest Asset Management SAMG Stock Holding History

Fidelity Investments’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 		$8.18K Buy
809
+624
+337% +$7.6K ﹤0.01% 4914
2026
Q1 		$2.48K Sell
185
-622
-77% -$9.23K ﹤0.01% 5010
2025
Q4 		$12.3K Buy
807
+323
+67% +$4.69K ﹤0.01% 4660
2025
Q3 		$7.62K Buy
484
+21
+5% +$343 ﹤0.01% 4679
2025
Q2 		$7.34K Buy
463
+38
+9% +$574 ﹤0.01% 4614
2025
Q1 		$6.95K Sell
425
-313
-42% -$5.57K ﹤0.01% 4599
2024
Q4 		$13.6K Sell
738
-67
-8% -$1.19K ﹤0.01% 4350
2024
Q3 		$13.9K Buy
805
+166
+26% +$2.68K ﹤0.01% 4323
2024
Q2 		$9.96K Buy
639
+500
+360% +$7.53K ﹤0.01% 4334
2024
Q1 		$2.2K Sell
139
-265
-66% -$4.35K ﹤0.01% 4684
2023
Q4 		$6.87K Sell
404
-485
-55% -$8.01K ﹤0.01% 4357
2023
Q3 		$14.1K Sell
889
-109
-11% -$2.11K ﹤0.01% 3977
2023
Q2 		$20.2K Buy
998
+121
+14% +$2.31K ﹤0.01% 3850
2023
Q1 		$15.9K Buy
877
+703
+404% +$12.7K ﹤0.01% 3940
2022
Q4 		$3.26K Sell
174
-138
-44% -$2.48K ﹤0.01% 4383
2022
Q3 		$5K Buy
312
+298
+2,129% +$5.31K ﹤0.01% 4330
2022
Q2 		$0 Buy
+14
New +$278 ﹤0.01% 5414
2021
Q4 		– Sell
-1
Closed – – 4855
2021
Q3 		$0 Hold
1
– – ﹤0.01% 4937
2021
Q2 		$0 Buy
+1
New +$15 ﹤0.01% 4788
2020
Q1 		– Sell
-200
Closed -$3K – 4185
2019
Q4 		$3K Hold
200
– – ﹤0.01% 3518
2019
Q3 		$2K Hold
200
– – ﹤0.01% 3571
2019
Q2 		$3K Hold
200
– – ﹤0.01% 3477
2019
Q1 		$3K Hold
200
– – ﹤0.01% 3371
2018
Q4 		$3K Hold
200
– – ﹤0.01% 3288
2018
Q3 		$3K Buy
+200
New +$3.22K ﹤0.01% 3356

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

Fidelity Investments's SAMG Position: Q2 2026 in Review

Fidelity Investments increased its Silvercrest Asset Management (SAMG) stake by 337% in Q2 2026, buying an estimated $7.6K and bringing the position to 809 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #4914.

Fidelity Investments first reported a position in SAMG in Q3 2018 and has held it in 25 quarters since. The position peaked at $20.2K in Q2 2023. 99 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • Fidelity Investments held 809 shares of Silvercrest Asset Management worth $8.18K as of Q2 2026.
  • Fidelity Investments bought 624 Silvercrest Asset Management shares in Q2 2026, an estimated $7.6K.
  • Silvercrest Asset Management made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4914 holding.
  • Fidelity Investments first reported a position in Silvercrest Asset Management in Q3 2018 and has held it in 25 quarters since.
  • Fidelity Investments's Silvercrest Asset Management position peaked at $20.2K in Q2 2023.
  • 99 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.