Ritholtz Wealth Management’s Silvercrest Asset Management SAMG Stock Holding History

Ritholtz Wealth Management’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	$102K	Sell	10,064 -8,376	-45%	-$102K	﹤0.01%	1275
2026 Q1	$248K	Sell	18,440 -4,024	-18%	-$59.7K	﹤0.01%	1060
2025 Q4	$341K	Buy	22,464 +3,320	+17%	+$48.2K	0.01%	843
2025 Q3	$302K	Buy	19,144 +963	+5%	+$15.7K	0.01%	833
2025 Q2	$288K	Buy	+18,181	New	+$275K	0.01%	808
2023 Q4	–	Sell	-12,921	Closed	-$205K	–	783
2023 Q3	$205K	Sell	12,921 -3,293	-20%	-$63.7K	0.01%	644
2023 Q2	$328K	Buy	16,214 +4,439	+38%	+$84.9K	0.01%	520
2023 Q1	$214K	Sell	11,775 -117	-1%	-$2.12K	0.01%	591
2022 Q4	$223K	Buy	11,892 +497	+4%	+$8.94K	0.01%	512
2022 Q3	$186K	Buy	+11,395	New	+$203K	0.01%	664

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

Ritholtz Wealth Management's SAMG Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Silvercrest Asset Management (SAMG) stake by 45% in Q2 2026, selling an estimated $102K and leaving 10,064 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Ritholtz Wealth Management first reported a position in SAMG in Q3 2022 and has held it in 10 quarters since. The position peaked at $341K in Q4 2025. 99 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

Ritholtz Wealth Management held 10,064 shares of Silvercrest Asset Management worth $102K as of Q2 2026.
Ritholtz Wealth Management sold 8,376 Silvercrest Asset Management shares in Q2 2026, an estimated $102K.
Silvercrest Asset Management made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1275 holding.
Ritholtz Wealth Management first reported a position in Silvercrest Asset Management in Q3 2022 and has held it in 10 quarters since.
Ritholtz Wealth Management's Silvercrest Asset Management position peaked at $341K in Q4 2025.
99 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.