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Wealthspire Advisors (New York)’s Silvercrest Asset Management SAMG Stock Holding History

Wealthspire Advisors (New York)’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 		$172K Buy
+12,796
New +$190K ﹤0.01% 879
2025
Q4 		– Sell
-269
Closed -$4.24K – 2525
2025
Q3 		$4.24K Buy
+269
New +$4.39K ﹤0.01% 2387

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

Wealthspire Advisors (New York)'s SAMG Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Silvercrest Asset Management (SAMG) in Q1 2026: 12,796 shares worth $172K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in SAMG as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in SAMG in Q3 2025 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold SAMG as of Q1 2026.

  • Wealthspire Advisors (New York) held 12,796 shares of Silvercrest Asset Management worth $172K as of Q1 2026.
  • Silvercrest Asset Management was a new Wealthspire Advisors (New York) position in Q1 2026.
  • Silvercrest Asset Management made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #879 holding.
  • Wealthspire Advisors (New York) first reported a position in Silvercrest Asset Management in Q3 2025 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.