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 Q2	$243	Buy	24 +13	+118%	+$158	﹤0.01%	4827
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

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

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

IFP Advisors's SAMG Position: Q2 2026 in Review

IFP Advisors increased its Silvercrest Asset Management (SAMG) stake by 118% in Q2 2026, buying an estimated $158 and bringing the position to 24 shares worth $243. The position accounts for ﹤0.01% of the portfolio, ranked #4827.

IFP Advisors first reported a position in SAMG in Q3 2023 and has held it in 8 quarters since. The position peaked at $19.6K in Q4 2023. 8 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

IFP Advisors held 24 shares of Silvercrest Asset Management worth $243 as of Q2 2026.
IFP Advisors bought 13 Silvercrest Asset Management shares in Q2 2026, an estimated $158.
Silvercrest Asset Management made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4827 holding.
IFP Advisors first reported a position in Silvercrest Asset Management in Q3 2023 and has held it in 8 quarters since.
IFP Advisors's Silvercrest Asset Management position peaked at $19.6K in Q4 2023.
8 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.