Prestige Wealth Management Group’s Silvercrest Asset Management SAMG Stock Holding History

Prestige Wealth Management Group’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	$18.2K	Hold	1,800	–	–	﹤0.01%	360
2026 Q1	$24.2K	Hold	1,800	–	–	﹤0.01%	320
2025 Q4	$27.3K	Hold	1,800	–	–	0.01%	320
2025 Q3	$28.4K	Hold	1,800	–	–	0.01%	328
2025 Q2	$28.5K	Hold	1,800	–	–	0.01%	317
2025 Q1	$29.4K	Hold	1,800	–	–	0.01%	305
2024 Q4	$33.1K	Hold	1,800	–	–	0.01%	304
2024 Q3	$31K	Hold	1,800	–	–	0.01%	298
2024 Q2	$28.1K	Hold	1,800	–	–	0.01%	287
2024 Q1	$28.5K	Hold	1,800	–	–	0.01%	308
2023 Q4	$30.6K	Hold	1,800	–	–	0.01%	297
2023 Q3	$28.6K	Hold	1,800	–	–	0.01%	292
2023 Q2	$36.5K	Hold	1,800	–	–	0.01%	295
2023 Q1	$32.7K	Hold	1,800	–	–	0.01%	274
2022 Q4	$33.8K	Hold	1,800	–	–	0.01%	291
2022 Q3	$29K	Hold	1,800	–	–	0.01%	272
2022 Q2	$30K	Hold	1,800	–	–	0.01%	279
2022 Q1	$37K	Hold	1,800	–	–	0.01%	269
2021 Q4	$31K	Hold	1,800	–	–	0.01%	310
2021 Q3	$28K	Hold	1,800	–	–	0.01%	322
2021 Q2	$27K	Hold	1,800	–	–	0.01%	318
2021 Q1	$26K	Hold	1,800	–	–	0.01%	322
2020 Q4	$25K	Hold	1,800	–	–	0.01%	322
2020 Q3	$19K	Hold	1,800	–	–	0.01%	363
2020 Q2	$23K	Hold	1,800	–	–	0.01%	309
2020 Q1	$17K	Hold	1,800	–	–	0.01%	311
2019 Q4	$23K	Hold	1,800	–	–	0.01%	274
2019 Q3	$22K	Hold	1,800	–	–	0.01%	270
2019 Q2	$25K	Hold	1,800	–	–	0.02%	244
2019 Q1	$26K	Hold	1,800	–	–	0.02%	244
2018 Q4	$24K	Buy	+1,800	New	+$25K	0.02%	277

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

Prestige Wealth Management Group's SAMG Position: Q2 2026 in Review

Prestige Wealth Management Group held its Silvercrest Asset Management (SAMG) position steady in Q2 2026 at 1,800 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Prestige Wealth Management Group first reported a position in SAMG in Q4 2018 and has held it in 31 quarters since. The position peaked at $37K in Q1 2022. 99 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

Prestige Wealth Management Group held 1,800 shares of Silvercrest Asset Management worth $18.2K as of Q2 2026.
Prestige Wealth Management Group left its Silvercrest Asset Management share count unchanged in Q2 2026.
Silvercrest Asset Management made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #360 holding.
Prestige Wealth Management Group first reported a position in Silvercrest Asset Management in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's Silvercrest Asset Management position peaked at $37K in Q1 2022.
99 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.