Wealth Preservation Advisors’s Silvercrest Asset Management SAMG Stock Holding History

Wealth Preservation 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	$27	Buy	+2	New	+$30	﹤0.01%	997

Other funds holding SAMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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, 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealth Preservation Advisors's SAMG Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Silvercrest Asset Management (SAMG) in Q1 2026: 2 shares worth $27. The stake represents ﹤0.01% of the portfolio and ranks #997 among its holdings.

94 funds tracked by Wall St. Rank hold SAMG as of Q1 2026.

Wealth Preservation Advisors held 2 shares of Silvercrest Asset Management worth $27 as of Q1 2026.
Silvercrest Asset Management was a new Wealth Preservation Advisors position in Q1 2026.
Silvercrest Asset Management made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #997 holding.
94 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.