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Burkett Financial Services’s First Majestic Silver AG Stock Holding History

Burkett Financial Services’s Portfolio AG Stock Details AG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.6K Hold
1,333
– – 0.01% 233
2026
Q2 		$22.6K Hold
1,333
– – 0.01% 145
2026
Q1 		$28.6K Hold
1,333
– – 0.01% 127
2025
Q4 		$22.2K Buy
+1,333
New +$18.5K 0.01% 133

Other funds holding AG

MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Burkett Financial Services's AG Position: Q3 2026 in Review

Burkett Financial Services held its First Majestic Silver (AG) position steady in Q3 2026 at 1,333 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #233.

Burkett Financial Services first reported a position in AG in Q4 2025 and has held it in 4 quarters since. The position peaked at $28.6K in Q1 2026. 9 funds tracked by Wall St. Rank hold AG as of Q3 2026.

  • Burkett Financial Services held 1,333 shares of First Majestic Silver worth $23.6K as of Q3 2026.
  • Burkett Financial Services left its First Majestic Silver share count unchanged in Q3 2026.
  • First Majestic Silver made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #233 holding.
  • Burkett Financial Services first reported a position in First Majestic Silver in Q4 2025 and has held it in 4 quarters since.
  • Burkett Financial Services's First Majestic Silver position peaked at $28.6K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held First Majestic Silver as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.