GI
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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
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

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

GAMMA Investing's SAMG Position: Q2 2026 in Review

GAMMA Investing opened a new position in Silvercrest Asset Management (SAMG) in Q2 2026: 31 shares worth $313. The stake represents ﹤0.01% of the portfolio and ranks #4044 among its holdings. This is a return to the name: GAMMA Investing previously reported a position in SAMG as recently as Q3 2025.

GAMMA Investing first reported a position in SAMG in Q4 2023 and has held it in 5 quarters since. The position peaked at $714 in Q2 2025. 8 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • GAMMA Investing held 31 shares of Silvercrest Asset Management worth $313 as of Q2 2026.
  • Silvercrest Asset Management was a new GAMMA Investing position in Q2 2026.
  • Silvercrest Asset Management made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #4044 holding.
  • GAMMA Investing first reported a position in Silvercrest Asset Management in Q4 2023 and has held it in 5 quarters since.
  • GAMMA Investing's Silvercrest Asset Management position peaked at $714 in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.