IFP Advisors
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IFP Advisors’s Silvercrest Asset Management SAMG Stock Holding History

IFP 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 		$507 Buy
48
+24
+100% +$242 ﹤0.01% 4683
2026
Q2 		$243 Buy
24
+13
+118% +$158 ﹤0.01% 4825
2026
Q1 		$148 Sell
11
-2
-15% -$30 ﹤0.01% 4673
2025
Q4 		$197 Buy
13
+4
+44% +$58 ﹤0.01% 4479
2025
Q3 		$142 Buy
+9
New +$147 ﹤0.01% 4468
2025
Q2 		– Hold
0
– – – 4601
2024
Q3 		– Sell
-2
Closed -$26 – 3427
2024
Q2 		$26 Sell
2
-1,177
-100% -$17.7K ﹤0.01% 3195
2024
Q1 		$18.6K Buy
1,179
+23
+2% +$377 ﹤0.01% 1996
2023
Q4 		$19.6K Buy
1,156
+733
+173% +$12.1K ﹤0.01% 1924
2023
Q3 		$6.72K Buy
+423
New +$8.18K ﹤0.01% 2409

Other funds holding SAMG

Shikiar Asset Management
Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 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
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's SAMG Position: Q3 2026 in Review

IFP Advisors increased its Silvercrest Asset Management (SAMG) stake by 100% in Q3 2026, buying an estimated $242 and bringing the position to 48 shares worth $507. The position accounts for ﹤0.01% of the portfolio, ranked #4683.

IFP Advisors first reported a position in SAMG in Q3 2023 and has held it in 9 quarters since. The position peaked at $19.6K in Q4 2023. 13 funds tracked by Wall St. Rank hold SAMG as of Q3 2026.

  • IFP Advisors held 48 shares of Silvercrest Asset Management worth $507 as of Q3 2026.
  • IFP Advisors bought 24 Silvercrest Asset Management shares in Q3 2026, an estimated $242.
  • Silvercrest Asset Management made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4683 holding.
  • IFP Advisors first reported a position in Silvercrest Asset Management in Q3 2023 and has held it in 9 quarters since.
  • IFP Advisors's Silvercrest Asset Management position peaked at $19.6K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.