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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

MassMutual Private Wealth & Trust's SAMG Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of Silvercrest Asset Management (SAMG) in Q4 2025, closing a stake of 36 shares — an estimated $567 sold.

MassMutual Private Wealth & Trust first reported a position in SAMG in Q2 2025 and held it in 2 quarters. The position peaked at $571 in Q2 2025. 82 funds tracked by Wall St. Rank hold SAMG as of Q4 2025.

  • MassMutual Private Wealth & Trust reported no remaining Silvercrest Asset Management position as of Q4 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 36 Silvercrest Asset Management shares in Q4 2025, an estimated $567.
  • MassMutual Private Wealth & Trust first reported a position in Silvercrest Asset Management in Q2 2025 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Silvercrest Asset Management position peaked at $571 in Q2 2025.
  • 82 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.