Jones Financial Companies
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Jones Financial Companies’s Silvercrest Asset Management SAMG Stock Holding History

Jones Financial Companies’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 		$789 Buy
+68
New +$828 ﹤0.01% 4657
2025
Q4 		– Sell
-25
Closed -$394 – 4577
2025
Q3 		$394 Sell
25
-25
-50% -$408 ﹤0.01% 4064
2025
Q2 		$805 Buy
+50
New +$755 ﹤0.01% 3709

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

Jones Financial Companies's SAMG Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Silvercrest Asset Management (SAMG) in Q2 2026: 68 shares worth $789. The stake represents ﹤0.01% of the portfolio and ranks #4657 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in SAMG as recently as Q3 2025.

Jones Financial Companies first reported a position in SAMG in Q2 2025 and has held it in 3 quarters since. The position peaked at $805 in Q2 2025. 99 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • Jones Financial Companies held 68 shares of Silvercrest Asset Management worth $789 as of Q2 2026.
  • Silvercrest Asset Management was a new Jones Financial Companies position in Q2 2026.
  • Silvercrest Asset Management made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4657 holding.
  • Jones Financial Companies first reported a position in Silvercrest Asset Management in Q2 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Silvercrest Asset Management position peaked at $805 in Q2 2025.
  • 99 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.