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Cardinal Point Capital Management’s First Majestic Silver AG Stock Holding History

Cardinal Point Capital Management’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
Q2 		$266K Sell
15,675
-25
-0.2% -$495 0.02% 252
2026
Q1 		$336K Sell
15,700
-6,700
-30% -$154K 0.02% 212
2025
Q4 		$374K Hold
22,400
– – 0.02% 181
2025
Q3 		$275K Hold
22,400
– – 0.02% 215
2025
Q2 		$185K Buy
+22,400
New +$151K 0.01% 235

Other funds holding AG

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Cardinal Point Capital Management's AG Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its First Majestic Silver (AG) stake by 0.16% in Q2 2026, selling an estimated $495 and leaving 15,675 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #252.

Cardinal Point Capital Management first reported a position in AG in Q2 2025 and has held it in 5 quarters since. The position peaked at $374K in Q4 2025. 348 funds tracked by Wall St. Rank hold AG as of Q2 2026.

  • Cardinal Point Capital Management held 15,675 shares of First Majestic Silver worth $266K as of Q2 2026.
  • Cardinal Point Capital Management sold 25 First Majestic Silver shares in Q2 2026, an estimated $495.
  • First Majestic Silver made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #252 holding.
  • Cardinal Point Capital Management first reported a position in First Majestic Silver in Q2 2025 and has held it in 5 quarters since.
  • Cardinal Point Capital Management's First Majestic Silver position peaked at $374K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.