Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Silvercrest Asset Management SAMG Stock Holding History

Jacobs Levy Equity Management’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 		$116K Sell
11,476
-1,464
-11% -$17.8K ﹤0.01% 921
2026
Q1 		$174K Buy
+12,940
New +$192K ﹤0.01% 926

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 $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jacobs Levy Equity Management's SAMG Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its Silvercrest Asset Management (SAMG) stake by 11% in Q2 2026, selling an estimated $17.8K and leaving 11,476 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Jacobs Levy Equity Management first reported a position in SAMG in Q1 2026 and has held it in 2 quarters since. The position peaked at $174K in Q1 2026. 99 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • Jacobs Levy Equity Management held 11,476 shares of Silvercrest Asset Management worth $116K as of Q2 2026.
  • Jacobs Levy Equity Management sold 1,464 Silvercrest Asset Management shares in Q2 2026, an estimated $17.8K.
  • Silvercrest Asset Management made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #921 holding.
  • Jacobs Levy Equity Management first reported a position in Silvercrest Asset Management in Q1 2026 and has held it in 2 quarters since.
  • Jacobs Levy Equity Management's Silvercrest Asset Management position peaked at $174K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.