Spire Wealth Management’s Silvercrest Asset Management SAMG Stock Holding History

Spire Wealth Management’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	$2.13K	Hold	211	–	–	﹤0.01%	1998
2026 Q1	$2.83K	Hold	211	–	–	﹤0.01%	1971
2025 Q4	$3.2K	Buy	211 +3	+1%	+$44	﹤0.01%	1997
2025 Q3	$3.27K	Buy	208 +3	+1%	+$49	﹤0.01%	2056
2025 Q2	$3.25K	Buy	205 +3	+1%	+$45	﹤0.01%	2064
2025 Q1	$3.31K	Buy	202 +2	+1%	+$36	﹤0.01%	2167
2024 Q4	$3.68K	Hold	200	–	–	﹤0.01%	2123
2024 Q3	$3.45K	Hold	200	–	–	﹤0.01%	1899
2024 Q2	$3.12K	Hold	200	–	–	﹤0.01%	1924
2024 Q1	$3.16K	Hold	200	–	–	﹤0.01%	2015
2023 Q4	$3.32K	Hold	200	–	–	﹤0.01%	2052
2023 Q3	$3.17K	Hold	200	–	–	﹤0.01%	2041
2023 Q2	$4.05K	Hold	200	–	–	﹤0.01%	2053
2023 Q1	$3.64K	Buy	+200	New	+$3.62K	﹤0.01%	2110
2022 Q3	–	Sell	-367	Closed	-$6K	–	2535
2022 Q2	$6K	Hold	367	–	–	﹤0.01%	2092
2022 Q1	$8K	Buy	367 +4	+1%	+$71	﹤0.01%	2123
2021 Q4	$6K	Hold	363	–	–	﹤0.01%	2534
2021 Q3	$6K	Hold	363	–	–	﹤0.01%	2251
2021 Q2	$5K	Hold	363	–	–	﹤0.01%	2324
2021 Q1	$5K	Buy	+363	New	+$5.34K	﹤0.01%	2649

Other funds holding SAMG

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

PSB

Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Spire Wealth Management's SAMG Position: Q2 2026 in Review

Spire Wealth Management held its Silvercrest Asset Management (SAMG) position steady in Q2 2026 at 211 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

Spire Wealth Management first reported a position in SAMG in Q1 2021 and has held it in 20 quarters since. The position peaked at $8K in Q1 2022. 8 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

Spire Wealth Management held 211 shares of Silvercrest Asset Management worth $2.13K as of Q2 2026.
Spire Wealth Management left its Silvercrest Asset Management share count unchanged in Q2 2026.
Silvercrest Asset Management made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1998 holding.
Spire Wealth Management first reported a position in Silvercrest Asset Management in Q1 2021 and has held it in 20 quarters since.
Spire Wealth Management's Silvercrest Asset Management position peaked at $8K in Q1 2022.
8 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.