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Cassaday & Co Wealth Management’s First Majestic Silver AG Stock Holding History

Cassaday & Co Wealth 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 		$3.24K Sell
191
-179
-48% -$3.55K ﹤0.01% 993
2026
Q1 		$7.95K Buy
+370
New +$8.53K ﹤0.01% 907

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

Cassaday & Co Wealth Management's AG Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its First Majestic Silver (AG) stake by 48% in Q2 2026, selling an estimated $3.55K and leaving 191 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Cassaday & Co Wealth Management first reported a position in AG in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.95K in Q1 2026. 348 funds tracked by Wall St. Rank hold AG as of Q2 2026.

  • Cassaday & Co Wealth Management held 191 shares of First Majestic Silver worth $3.24K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 179 First Majestic Silver shares in Q2 2026, an estimated $3.55K.
  • First Majestic Silver made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #993 holding.
  • Cassaday & Co Wealth Management first reported a position in First Majestic Silver in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's First Majestic Silver position peaked at $7.95K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.