Harbor Capital Advisors
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Harbor Capital Advisors’s Silvercrest Asset Management SAMG Stock Holding History

Harbor Capital 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
Q3 		$5K Buy
435
+11
+3% +$111 ﹤0.01% 1374
2026
Q2 		$4K Sell
424
-77
-15% -$937 ﹤0.01% 1168
2026
Q1 		$7K Buy
501
+24
+5% +$356 ﹤0.01% 1064
2025
Q4 		$7K Sell
477
-8
-2% -$116 ﹤0.01% 1057
2025
Q3 		$8K Buy
+485
New +$7.91K ﹤0.01% 1025

Other funds holding SAMG

North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Appleton Partners
Appleton Partners Boston, Massachusetts $1.63B AUM 29.96% 1-Year Est. Return
Shikiar Asset Management
Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Pinnacle Wealth Planning Services
Pinnacle Wealth Planning Services Mansfield, Ohio $1.03B AUM 22.32% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Piscataqua Savings Bank
Piscataqua Savings Bank Portsmouth, New Hampshire $146M AUM 24.42% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Harbor Capital Advisors's SAMG Position: Q3 2026 in Review

Harbor Capital Advisors increased its Silvercrest Asset Management (SAMG) stake by 2.6% in Q3 2026, buying an estimated $111 and bringing the position to 435 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Harbor Capital Advisors first reported a position in SAMG in Q3 2025 and has held it in 5 quarters since. The position peaked at $8K in Q3 2025. 22 funds tracked by Wall St. Rank hold SAMG as of Q3 2026.

  • Harbor Capital Advisors held 435 shares of Silvercrest Asset Management worth $5K as of Q3 2026.
  • Harbor Capital Advisors bought 11 Silvercrest Asset Management shares in Q3 2026, an estimated $111.
  • Silvercrest Asset Management made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q3 2026, its #1374 holding.
  • Harbor Capital Advisors first reported a position in Silvercrest Asset Management in Q3 2025 and has held it in 5 quarters since.
  • Harbor Capital Advisors's Silvercrest Asset Management position peaked at $8K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q3 2026.

Based on Harbor Capital Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.