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Scarborough Advisors’s Silvercrest Asset Management SAMG Stock Holding History

Scarborough Advisors’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 		$599 Buy
+45
New +$668 ﹤0.01% 671
2024
Q1 		– Sell
-484
Closed -$8.23K – 651
2023
Q4 		$8.23K Buy
+484
New +$8K ﹤0.01% 408

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

Scarborough Advisors's SAMG Position: Q1 2026 in Review

Scarborough Advisors opened a new position in Silvercrest Asset Management (SAMG) in Q1 2026: 45 shares worth $599. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: Scarborough Advisors previously reported a position in SAMG as recently as Q4 2023.

Scarborough Advisors first reported a position in SAMG in Q4 2023 and has held it in 2 quarters since. The position peaked at $8.23K in Q4 2023. 94 funds tracked by Wall St. Rank hold SAMG as of Q1 2026.

  • Scarborough Advisors held 45 shares of Silvercrest Asset Management worth $599 as of Q1 2026.
  • Silvercrest Asset Management was a new Scarborough Advisors position in Q1 2026.
  • Silvercrest Asset Management made up ﹤0.01% of Scarborough Advisors's portfolio in Q1 2026, its #671 holding.
  • Scarborough Advisors first reported a position in Silvercrest Asset Management in Q4 2023 and has held it in 2 quarters since.
  • Scarborough Advisors's Silvercrest Asset Management position peaked at $8.23K in Q4 2023.
  • 94 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2026.

Based on Scarborough Advisors's 13F filing for Q1 2026, filed 7 May 2026.