Root Financial Partners
SAMG icon

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
Q3 		$275 Buy
+26
New +$263 ﹤0.01% 3426
2026
Q2 		– Sell
-3
Closed -$40 – 2634
2026
Q1 		$40 Buy
+3
New +$45 ﹤0.01% 3399

Other funds holding SAMG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Root Financial Partners's SAMG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Silvercrest Asset Management (SAMG) in Q3 2026: 26 shares worth $275. The stake represents ﹤0.01% of the portfolio and ranks #3426 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SAMG as recently as Q1 2026.

Root Financial Partners first reported a position in SAMG in Q1 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold SAMG as of Q3 2026.

  • Root Financial Partners held 26 shares of Silvercrest Asset Management worth $275 as of Q3 2026.
  • Silvercrest Asset Management was a new Root Financial Partners position in Q3 2026.
  • Silvercrest Asset Management made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3426 holding.
  • Root Financial Partners first reported a position in Silvercrest Asset Management in Q1 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.