Raymond James Financial
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Raymond James Financial’s Silvercrest Asset Management SAMG Stock Holding History

Raymond James Financial’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
Q1 		$210K Buy
15,598
+17
+0.1% +$252 ﹤0.01% 4863
2025
Q4 		$237K Buy
15,581
+13
+0.1% +$189 ﹤0.01% 4707
2025
Q3 		$245K Buy
15,568
+13
+0.1% +$212 ﹤0.01% 4517
2025
Q2 		$247K Buy
+15,555
New +$235K ﹤0.01% 4416

Other funds holding SAMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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 $3.37T AUM 44.26% 1-Year Est. Return

Raymond James Financial's SAMG Position: Q1 2026 in Review

Raymond James Financial increased its Silvercrest Asset Management (SAMG) stake by 0.11% in Q1 2026, buying an estimated $252 and bringing the position to 15,598 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #4863.

Raymond James Financial first reported a position in SAMG in Q2 2025 and has held it in 4 quarters since. The position peaked at $247K in Q2 2025. 94 funds tracked by Wall St. Rank hold SAMG as of Q1 2026.

  • Raymond James Financial held 15,598 shares of Silvercrest Asset Management worth $210K as of Q1 2026.
  • Raymond James Financial bought 17 Silvercrest Asset Management shares in Q1 2026, an estimated $252.
  • Silvercrest Asset Management made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4863 holding.
  • Raymond James Financial first reported a position in Silvercrest Asset Management in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's Silvercrest Asset Management position peaked at $247K in Q2 2025.
  • 94 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.