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HM Payson & Co’s Silvercrest Asset Management SAMG Stock Holding History

HM Payson & Co’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 		$46.5K Sell
4,600
-2,000
-30% -$24.3K ﹤0.01% 724
2026
Q1 		$88.7K Hold
6,600
– – ﹤0.01% 581
2025
Q4 		$100K Sell
6,600
-1,500
-19% -$21.8K ﹤0.01% 554
2025
Q3 		$128K Sell
8,100
-10,388
-56% -$169K ﹤0.01% 516
2025
Q2 		$293K Sell
18,488
-3,000
-14% -$45.3K ﹤0.01% 358
2025
Q1 		$352K Hold
21,488
– – 0.01% 325
2024
Q4 		$395K Sell
21,488
-26,700
-55% -$474K 0.01% 311
2024
Q3 		$831K Sell
48,188
-8,335
-15% -$134K 0.01% 233
2024
Q2 		$881K Buy
56,523
+9,635
+21% +$145K 0.02% 215
2024
Q1 		$741K Buy
46,888
+44,400
+1,785% +$729K 0.01% 236
2023
Q4 		$42.3K Buy
2,488
+788
+46% +$13K ﹤0.01% 626
2023
Q3 		$27K Hold
1,700
– – ﹤0.01% 689
2023
Q2 		$34.4K Sell
1,700
-3,250
-66% -$62.2K ﹤0.01% 647
2023
Q1 		$90K Sell
4,950
-500
-9% -$9.04K ﹤0.01% 490
2022
Q4 		$102K Hold
5,450
– – ﹤0.01% 459
2022
Q3 		$89K Sell
5,450
-3,860
-41% -$68.8K ﹤0.01% 486
2022
Q2 		$153K Sell
9,310
-10,640
-53% -$211K ﹤0.01% 415
2022
Q1 		$408K Sell
19,950
-6,300
-24% -$112K 0.01% 294
2021
Q4 		$451K Buy
26,250
+900
+4% +$14.6K 0.01% 290
2021
Q3 		$395K Sell
25,350
-1,026
-4% -$16.2K 0.01% 297
2021
Q2 		$397K Buy
26,376
+24,126
+1,072% +$365K 0.01% 298
2021
Q1 		$32K Buy
2,250
+1,000
+80% +$14.7K ﹤0.01% 686
2020
Q4 		$17K Buy
1,250
+300
+32% +$3.82K ﹤0.01% 797
2020
Q3 		$10K Hold
950
– – ﹤0.01% 834
2020
Q2 		$12K Hold
950
– – ﹤0.01% 734
2020
Q1 		$9K Buy
950
+200
+27% +$2.3K ﹤0.01% 752
2019
Q4 		$9K Hold
750
– – ﹤0.01% 817
2019
Q3 		$9K Hold
750
– – ﹤0.01% 826
2019
Q2 		$11K Buy
+750
New +$10.5K ﹤0.01% 811

Other funds holding SAMG

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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 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

HM Payson & Co's SAMG Position: Q2 2026 in Review

HM Payson & Co reduced its Silvercrest Asset Management (SAMG) stake by 30% in Q2 2026, selling an estimated $24.3K and leaving 4,600 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

HM Payson & Co first reported a position in SAMG in Q2 2019 and has held it in 29 quarters since. The position peaked at $881K in Q2 2024. 7 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • HM Payson & Co held 4,600 shares of Silvercrest Asset Management worth $46.5K as of Q2 2026.
  • HM Payson & Co sold 2,000 Silvercrest Asset Management shares in Q2 2026, an estimated $24.3K.
  • Silvercrest Asset Management made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #724 holding.
  • HM Payson & Co first reported a position in Silvercrest Asset Management in Q2 2019 and has held it in 29 quarters since.
  • HM Payson & Co's Silvercrest Asset Management position peaked at $881K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.