SAMG β€” SILVERCREST ASSET MGMT GROUP

Ownership history in HM PAYSON & CO  Β·  26 quarters on record

AI Ownership Summary

HM PAYSON & CO reported SILVERCREST ASSET MGMT GROUP (SAMG) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows SAMG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SAMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HM PAYSON & CO's position in SILVERCREST ASSET MGMT GROUP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SAMG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HM PAYSON & CO held SAMG β€” position size vs. price
% of Fund (quarterly)    SAMG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 6,600 β€” 0% 0.00% $89K 2026-04-13 $13.52
2025 Q4 REDUCED 6,600 -1,500 -18.5% 0.00% $100K 2026-02-12 $14.60
2025 Q3 REDUCED 8,100 -13,388 -62.3% 0.00% $128K 2025-10-17 $13.94
2025 Q1 UNCHANGED 21,488 β€” 0% 0.01% $352K 2025-04-29 $14.37
2024 Q4 REDUCED 21,488 -26,700 -55.4% 0.01% $395K 2025-02-07 $17.18
2024 Q3 REDUCED 48,188 -8,335 -14.7% 0.01% $831K 2024-10-28 $16.21
2024 Q2 ADDED 56,523 +9,635 +20.5% 0.02% $881K 2024-08-13 $13.99
2024 Q1 ADDED 46,888 +44,400 +1784.6% 0.01% $741K 2024-06-20 $13.79
2023 Q4 ADDED 2,488 +788 +46.4% 0.00% $42K 2024-02-13 $14.12
17 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About HM PAYSON & CO and SAMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has HM PAYSON & CO reported owning SAMG?

HM PAYSON & CO reported SAMG across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SAMG position in HM PAYSON & CO's portfolio?

The largest reported portfolio weight for SAMG was 0.02% in 2024 Q2.

What is the latest reported SAMG position on this page?

The most recent filing on this page is 2026 Q1, when HM PAYSON & CO reported 6,600 shares, equal to 0.00% of portfolio, with an estimated market value of $89K.

What does the chart on this SAMG ownership page compare?

The chart compares HM PAYSON & CO's quarterly SAMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to HM PAYSON & CO Holdings