WELLS FARGO & COMPANY/MN
Position in SAMG — Silvercrest Asset Management Group Inc.
CIK 72971
SAN FRANCISCO, CA
Position in SAMG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$52,541
+$18,807 QoQ
Shares Held
5,197
+107.1% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 99 holders
Holding Since
Mar 2020
25 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, 2026WELLS FARGO & COMPANY/MN holds $7,161,923,068 across 453 Asset Management names. SAMG ranks #379 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,504,990 | $2,408,698,182 | |
| 2 | BX |
Blackstone Inc.
|
6,396,724 | $752,702,511 | |
| 3 | KKR |
KKR & Co. Inc.
|
2,023,020 | $185,672,773 | |
| 4 | APO |
Apollo Global Management, Inc.
|
1,550,234 | $183,408,181 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
2,504,120 | $106,650,469 | |
| 6 | ARCC |
Ares Capital Corp
|
4,437,109 | $82,219,628 | |
| 7 | PFG |
Principal Financial Group Inc
|
755,407 | $81,417,764 | |
| 8 | STT |
State Street Corp
|
464,889 | $78,845,173 |
All Filings in SAMG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,541 | 5,197 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $33,734 | 2,510 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $117,403 | 7,729 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $94,925 | 6,027 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $81,583 | 5,144 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $93,415 | 5,710 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $103,057 | 5,604 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $75,304 | 4,368 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $69,858 | 4,481 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $49,232 | 3,114 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $41,429 | 2,437 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $30,153 | 1,900 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $80,514 | 3,976 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $33,687 | 1,853 | Shares | Defined | 2023-05-12 | |
| 2022-09-30 | $2,697 | 165 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,299 | 262 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,063 | 52 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,184 | 302 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,926 | 252 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,835 | 255 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,239,714 | 86,211 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $483,468 | 34,807 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $344,268 | 32,913 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $326,671 | 25,702 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $192,103 | 20,307 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||