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 Q2	$143K	Buy	14,096 +1,300	+10%	+$15.8K	﹤0.01%	1203
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s SAMG Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Silvercrest Asset Management (SAMG) stake by 10% in Q2 2026, buying an estimated $15.8K and bringing the position to 14,096 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Wealthspire Advisors (New York) first reported a position in SAMG in Q3 2025 and has held it in 3 quarters since. The position peaked at $172K in Q1 2026. 99 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

Wealthspire Advisors (New York) held 14,096 shares of Silvercrest Asset Management worth $143K as of Q2 2026.
Wealthspire Advisors (New York) bought 1,300 Silvercrest Asset Management shares in Q2 2026, an estimated $15.8K.
Silvercrest Asset Management made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1203 holding.
Wealthspire Advisors (New York) first reported a position in Silvercrest Asset Management in Q3 2025 and has held it in 3 quarters since.
Wealthspire Advisors (New York)'s Silvercrest Asset Management position peaked at $172K in Q1 2026.
99 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.