GAMMA Investing
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GAMMA Investing’s Silvercrest Asset Management SAMG Stock Holding History

GAMMA Investing’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
Q3 		$8.72K Buy
826
+795
+2,565% +$8.03K ﹤0.01% 3422
2026
Q2 		$313 Buy
+31
New +$377 ﹤0.01% 4044
2025
Q4 		– Sell
-45
Closed -$709 – 4130
2025
Q3 		$709 Hold
45
– – ﹤0.01% 3665
2025
Q2 		$714 Buy
45
+9
+25% +$136 ﹤0.01% 3596
2025
Q1 		$589 Buy
+36
New +$640 ﹤0.01% 3652
2024
Q1 		– Sell
-17
Closed -$284 – 3365
2023
Q4 		$284 Buy
+17
New +$281 ﹤0.01% 3080

Other funds holding SAMG

IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing's SAMG Position: Q3 2026 in Review

GAMMA Investing increased its Silvercrest Asset Management (SAMG) stake by 2,565% in Q3 2026, buying an estimated $8.03K and bringing the position to 826 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3422.

GAMMA Investing first reported a position in SAMG in Q4 2023 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold SAMG as of Q3 2026.

  • GAMMA Investing held 826 shares of Silvercrest Asset Management worth $8.72K as of Q3 2026.
  • GAMMA Investing bought 795 Silvercrest Asset Management shares in Q3 2026, an estimated $8.03K.
  • Silvercrest Asset Management made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #3422 holding.
  • GAMMA Investing first reported a position in Silvercrest Asset Management in Q4 2023 and has held it in 6 quarters since.
  • 7 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.