Integrated Wealth Concepts’s Silvercrest Asset Management SAMG Stock Holding History

Integrated Wealth Concepts’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	$1.71K	Buy	+169	New	+$2.06K	﹤0.01%	5395

Other funds holding SAMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Integrated Wealth Concepts's SAMG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Silvercrest Asset Management (SAMG) in Q2 2026: 169 shares worth $1.71K. The stake represents ﹤0.01% of the portfolio and ranks #5395 among its holdings.

99 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

Integrated Wealth Concepts held 169 shares of Silvercrest Asset Management worth $1.71K as of Q2 2026.
Silvercrest Asset Management was a new Integrated Wealth Concepts position in Q2 2026.
Silvercrest Asset Management made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5395 holding.
99 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.