Root Financial Partners’s Silvercrest Asset Management SAMG Stock Holding History

Root Financial Partners’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	$40	Buy	+3	New	+$45	﹤0.01%	3399

Other funds holding SAMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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, 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Root Financial Partners's SAMG Position: Q1 2026 in Review

Root Financial Partners opened a new position in Silvercrest Asset Management (SAMG) in Q1 2026: 3 shares worth $40. The stake represents ﹤0.01% of the portfolio and ranks #3399 among its holdings.

94 funds tracked by Wall St. Rank hold SAMG as of Q1 2026.

Root Financial Partners held 3 shares of Silvercrest Asset Management worth $40 as of Q1 2026.
Silvercrest Asset Management was a new Root Financial Partners position in Q1 2026.
Silvercrest Asset Management made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3399 holding.
94 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.