HSBC Holdings
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HSBC Holdings’s Silvercrest Asset Management SAMG Stock Holding History

HSBC Holdings’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 		$636K Sell
62,200
-2,233
-3% -$27.2K ﹤0.01% 2163
2026
Q1 		$857K Sell
64,433
-3,593
-5% -$53.3K ﹤0.01% 1953
2025
Q4 		$1.05M Buy
68,026
+2,629
+4% +$38.2K ﹤0.01% 1917
2025
Q3 		$1.03M Buy
65,397
+148
+0.2% +$2.41K ﹤0.01% 1784
2025
Q2 		$1.05M Buy
65,249
+42,898
+192% +$648K ﹤0.01% 1769
2025
Q1 		$368K Buy
22,351
+2,092
+10% +$37.2K ﹤0.01% 2246
2024
Q4 		$376K Sell
20,259
-1,417
-7% -$25.1K ﹤0.01% 2353
2024
Q3 		$371K Buy
21,676
+3,788
+21% +$61.1K ﹤0.01% 2197
2024
Q2 		$270K Buy
+17,888
New +$269K ﹤0.01% 2359
2023
Q2 		– Sell
-11,120
Closed -$203K – 2719
2023
Q1 		$203K Hold
11,120
– – ﹤0.01% 2389
2022
Q4 		$210K Sell
11,120
-264
-2% -$4.75K ﹤0.01% 2748
2022
Q3 		$188K Buy
+11,384
New +$203K ﹤0.01% 2649
2021
Q2 		– Sell
-11,604
Closed -$166K – 3063
2021
Q1 		$166K Sell
11,604
-249
-2% -$3.66K ﹤0.01% 2577
2020
Q4 		$168K Buy
+11,853
New +$151K ﹤0.01% 2857
2019
Q4 		– Sell
-19,420
Closed -$239K – 3163
2019
Q3 		$239K Buy
+19,420
New +$261K ﹤0.01% 2776

Other funds holding SAMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HSBC Holdings's SAMG Position: Q2 2026 in Review

HSBC Holdings reduced its Silvercrest Asset Management (SAMG) stake by 3.5% in Q2 2026, selling an estimated $27.2K and leaving 62,200 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

HSBC Holdings first reported a position in SAMG in Q3 2019 and has held it in 15 quarters since. The position peaked at $1.05M in Q4 2025. 98 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • HSBC Holdings held 62,200 shares of Silvercrest Asset Management worth $636K as of Q2 2026.
  • HSBC Holdings sold 2,233 Silvercrest Asset Management shares in Q2 2026, an estimated $27.2K.
  • Silvercrest Asset Management made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #2163 holding.
  • HSBC Holdings first reported a position in Silvercrest Asset Management in Q3 2019 and has held it in 15 quarters since.
  • HSBC Holdings's Silvercrest Asset Management position peaked at $1.05M in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.