First Horizon Advisors’s Silvercrest Asset Management SAMG Stock Holding History

First Horizon 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
2025 Q2	–	Sell	-33	Closed	-$553	–	2474
2025 Q1	$553	Hold	33	–	–	﹤0.01%	2196
2024 Q4	$615	Hold	33	–	–	﹤0.01%	2170
2024 Q3	$570	Buy	33 +1	+3%	+$16	﹤0.01%	2214
2024 Q2	$509	Hold	32	–	–	﹤0.01%	2203
2024 Q1	$510	Buy	32 +1	+3%	+$16	﹤0.01%	2218
2023 Q4	$542	Hold	31	–	–	﹤0.01%	2292
2023 Q3	$500	Hold	31	–	–	﹤0.01%	2312
2023 Q2	$631	Buy	31 +1	+3%	+$19	﹤0.01%	2348
2023 Q1	$562	Hold	30	–	–	﹤0.01%	2385
2022 Q4	$574	Hold	30	–	–	﹤0.01%	2361
2022 Q3	$0	Buy	+30	New	+$535	﹤0.01%	2431

Other funds holding SAMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

First Horizon Advisors's SAMG Position: Q2 2025 in Review

First Horizon Advisors sold out of Silvercrest Asset Management (SAMG) in Q2 2025, closing a stake of 33 shares — an estimated $553 sold.

First Horizon Advisors first reported a position in SAMG in Q3 2022 and held it in 11 quarters. The position peaked at $631 in Q2 2023. 80 funds tracked by Wall St. Rank hold SAMG as of Q2 2025.

First Horizon Advisors reported no remaining Silvercrest Asset Management position as of Q2 2025 after selling out during the quarter.
First Horizon Advisors sold 33 Silvercrest Asset Management shares in Q2 2025, an estimated $553.
First Horizon Advisors first reported a position in Silvercrest Asset Management in Q3 2022 and held it in 11 quarters.
First Horizon Advisors's Silvercrest Asset Management position peaked at $631 in Q2 2023.
80 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.