Rockefeller Capital Management
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Rockefeller Capital Management’s Silvercrest Asset Management SAMG Stock Holding History

Rockefeller Capital 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
Q1 		$4.06K Buy
302
+242
+403% +$3.59K ﹤0.01% 4282
2025
Q4 		$911 Buy
+60
New +$871 ﹤0.01% 4461

Other funds holding SAMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $95.5B AUM 28.4% 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 $16B AUM 4.15% 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

Rockefeller Capital Management's SAMG Position: Q1 2026 in Review

Rockefeller Capital Management increased its Silvercrest Asset Management (SAMG) stake by 403% in Q1 2026, buying an estimated $3.59K and bringing the position to 302 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #4282.

Rockefeller Capital Management first reported a position in SAMG in Q4 2025 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold SAMG as of Q1 2026.

  • Rockefeller Capital Management held 302 shares of Silvercrest Asset Management worth $4.06K as of Q1 2026.
  • Rockefeller Capital Management bought 242 Silvercrest Asset Management shares in Q1 2026, an estimated $3.59K.
  • Silvercrest Asset Management made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4282 holding.
  • Rockefeller Capital Management first reported a position in Silvercrest Asset Management in Q4 2025 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.