MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Silvercrest Asset Management SAMG Stock Holding History

MassMutual Private Wealth & Trust’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 		$116 Buy
+11
New +$111 ﹤0.01% 2342
2025
Q4 		– Sell
-36
Closed -$567 – 2449
2025
Q3 		$567 Hold
36
– – ﹤0.01% 2220
2025
Q2 		$571 Buy
+36
New +$544 ﹤0.01% 2210

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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 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

MassMutual Private Wealth & Trust's SAMG Position: Q3 2026 in Review

MassMutual Private Wealth & Trust opened a new position in Silvercrest Asset Management (SAMG) in Q3 2026: 11 shares worth $116. The stake represents ﹤0.01% of the portfolio and ranks #2342 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in SAMG as recently as Q3 2025.

MassMutual Private Wealth & Trust first reported a position in SAMG in Q2 2025 and has held it in 3 quarters since. The position peaked at $571 in Q2 2025. 13 funds tracked by Wall St. Rank hold SAMG as of Q3 2026.

  • MassMutual Private Wealth & Trust held 11 shares of Silvercrest Asset Management worth $116 as of Q3 2026.
  • Silvercrest Asset Management was a new MassMutual Private Wealth & Trust position in Q3 2026.
  • Silvercrest Asset Management made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2342 holding.
  • MassMutual Private Wealth & Trust first reported a position in Silvercrest Asset Management in Q2 2025 and has held it in 3 quarters since.
  • MassMutual Private Wealth & Trust's Silvercrest Asset Management position peaked at $571 in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.