BANK OF AMERICA CORP /DE/
BankPosition in SAMG — Silvercrest Asset Management Group Inc.
CIK 70858
CHARLOTTE, NC
Position in SAMG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$293,068
-$70,591 QoQ
Shares Held
28,988
+7.1% QoQ
Ownership
0.245%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 99 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $15,386,447,749 across 365 Asset Management names. SAMG ranks #335 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,585,356 | $4,409,094,910 | |
| 2 | BX |
Blackstone Inc.
|
11,594,914 | $1,364,373,526 | |
| 3 | ARES |
Ares Management Corp
|
11,855,596 | $1,319,646,388 | |
| 4 | APO |
Apollo Global Management, Inc.
|
6,911,799 | $817,734,936 | |
| 5 | PFG |
Principal Financial Group Inc
|
6,884,023 | $741,959,995 | |
| 6 | KKR |
KKR & Co. Inc.
|
7,898,444 | $724,919,185 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
9,864,675 | $420,136,505 | |
| 8 | RJF |
Raymond James Financial Inc
|
2,371,847 | $360,591,897 |
All Filings in SAMG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,068 | 28,988 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $363,659 | 27,058 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $433,355 | 28,529 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $401,420 | 25,487 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $500,208 | 31,539 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $421,596 | 25,770 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $548,480 | 29,825 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $459,273 | 26,640 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $366,800 | 23,528 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $119,728 | 7,573 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $222,190 | 13,070 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $126,102 | 7,946 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $116,497 | 5,753 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $276,990 | 15,236 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $367,647 | 19,587 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $300,299 | 18,367 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $342,491 | 20,871 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $363,865 | 17,793 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $308,853 | 17,988 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $281,217 | 18,050 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $187,563 | 12,471 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $514,429 | 35,774 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $341,150 | 24,561 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $281,676 | 26,929 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $364,509 | 28,679 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $274,773 | 29,046 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||