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Rothschild Investment LLC’s Silvercrest Asset Management SAMG Stock Holding History

Rothschild Investment LLC’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 		$71 Buy
7
+1
+17% +$12 ﹤0.01% 3541
2026
Q1 		$81 Buy
+6
New +$89 ﹤0.01% 3418

Other funds holding SAMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Rothschild Investment LLC's SAMG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Silvercrest Asset Management (SAMG) stake by 17% in Q2 2026, buying an estimated $12 and bringing the position to 7 shares worth $71. The position accounts for ﹤0.01% of the portfolio, ranked #3541.

Rothschild Investment LLC first reported a position in SAMG in Q1 2026 and has held it in 2 quarters since. The position peaked at $81 in Q1 2026. 98 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • Rothschild Investment LLC held 7 shares of Silvercrest Asset Management worth $71 as of Q2 2026.
  • Rothschild Investment LLC bought 1 Silvercrest Asset Management share in Q2 2026, an estimated $12.
  • Silvercrest Asset Management made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3541 holding.
  • Rothschild Investment LLC first reported a position in Silvercrest Asset Management in Q1 2026 and has held it in 2 quarters since.
  • Rothschild Investment LLC's Silvercrest Asset Management position peaked at $81 in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.