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Equibles

Clearstead Advisors, LLC

Position in SAMG — Silvercrest Asset Management Group Inc.

CIK 842775 CLEVELAND, OH
Back to SAMG Full portfolio

Position in SAMG

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$232
-$142,433 QoQ
Shares Held
23
-99.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 99 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SAMG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Clearstead Advisors, LLC holds $72,919,884 across 106 Asset Management names. SAMG ranks #102 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 214,818 $25,277,634
2 ARCC
Ares Capital Corp
 402,294 $7,454,507
3 BLK
BlackRock, Inc.
 5,461 $5,251,079
4 PHYS
Sprott Physical Gold Trust
 147,094 $4,437,825
5 RMT
Royce Micro-Cap Trust, Inc.
 195,743 $2,865,677
6 STT
State Street Corp
 16,536 $2,804,505
7 CSQ
Calamos Strategic Total Return Fund
 133,571 $2,746,219
8 KKR
KKR & Co. Inc.
 21,923 $2,012,092

All Filings in SAMG

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $232 23
2026-03-31 $142,665 10,615
2025-12-31 $364,423 23,991
2025-09-30 $357,714 22,712
2025-06-30 $360,212 22,712
2025-03-31 $214,904 13,136
2024-12-31 $241,571 13,136
2024-09-30 $382,331 22,177
2024-06-30 $199,489 12,796