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Strategic Advocates’s Silvercrest Asset Management SAMG Stock Holding History

Strategic Advocates’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 		– Sell
-1,033
Closed -$15.8K – 537
2025
Q4 		$15.8K Buy
1,033
+15
+1% +$218 ﹤0.01% 312
2025
Q3 		$16K Buy
+1,018
New +$16.6K ﹤0.01% 311

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

Strategic Advocates's SAMG Position: Q1 2026 in Review

Strategic Advocates sold out of Silvercrest Asset Management (SAMG) in Q1 2026, closing a stake of 1,033 shares — an estimated $15.8K sold.

Strategic Advocates first reported a position in SAMG in Q3 2025 and held it in 2 quarters. The position peaked at $16K in Q3 2025. 94 funds tracked by Wall St. Rank hold SAMG as of Q1 2026.

  • Strategic Advocates reported no remaining Silvercrest Asset Management position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 1,033 Silvercrest Asset Management shares in Q1 2026, an estimated $15.8K.
  • Strategic Advocates first reported a position in Silvercrest Asset Management in Q3 2025 and held it in 2 quarters.
  • Strategic Advocates's Silvercrest Asset Management position peaked at $16K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.