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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
Q2 		– Sell
-2
Closed -$27 – 784
2026
Q1 		$27 Buy
+2
New +$30 ﹤0.01% 997

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

Wealth Preservation Advisors's SAMG Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Silvercrest Asset Management (SAMG) in Q2 2026, closing a stake of 2 shares — an estimated $27 sold.

Wealth Preservation Advisors first reported a position in SAMG in Q1 2026 and held it in 1 quarter. The position peaked at $27 in Q1 2026. 99 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Silvercrest Asset Management position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 2 Silvercrest Asset Management shares in Q2 2026, an estimated $27.
  • Wealth Preservation Advisors first reported a position in Silvercrest Asset Management in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Silvercrest Asset Management position peaked at $27 in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.