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SBI Securities’s Silvercrest Asset Management SAMG Stock Holding History

SBI Securities’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 		$1.16K Buy
115
+85
+283% +$1.03K ﹤0.01% 2750
2026
Q1 		$403 Buy
30
+16
+114% +$237 ﹤0.01% 2972
2025
Q4 		$213 Sell
14
-2
-13% -$29 ﹤0.01% 3195
2025
Q3 		$252 Buy
16
+4
+33% +$65 ﹤0.01% 3243
2025
Q2 		$190 Sell
12
-18
-60% -$272 ﹤0.01% 3330
2025
Q1 		$491 Sell
30
-50
-63% -$889 ﹤0.01% 2880
2024
Q4 		$1.47K Buy
+80
New +$1.42K ﹤0.01% 2431

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 $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SBI Securities's SAMG Position: Q2 2026 in Review

SBI Securities increased its Silvercrest Asset Management (SAMG) stake by 283% in Q2 2026, buying an estimated $1.03K and bringing the position to 115 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2750.

SBI Securities first reported a position in SAMG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47K in Q4 2024. 99 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • SBI Securities held 115 shares of Silvercrest Asset Management worth $1.16K as of Q2 2026.
  • SBI Securities bought 85 Silvercrest Asset Management shares in Q2 2026, an estimated $1.03K.
  • Silvercrest Asset Management made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2750 holding.
  • SBI Securities first reported a position in Silvercrest Asset Management in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Silvercrest Asset Management position peaked at $1.47K in Q4 2024.
  • 99 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.