Clearstead Advisors’s First Majestic Silver AG Stock Holding History

Clearstead Advisors’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 Q1	–	Sell	-1,000	Closed	-$16.7K	–	2256
2025 Q4	$16.7K	Sell	1,000 -5,000	-83%	-$69.5K	﹤0.01%	1765
2025 Q3	$73.7K	Hold	6,000	–	–	﹤0.01%	1153
2025 Q2	$49.6K	Hold	6,000	–	–	﹤0.01%	1297
2025 Q1	$40.1K	Hold	6,000	–	–	﹤0.01%	1225
2024 Q4	$32.9K	Hold	6,000	–	–	﹤0.01%	1262
2024 Q3	$36K	Hold	6,000	–	–	﹤0.01%	1276
2024 Q2	$35.5K	Buy	6,000 +5,000	+500%	+$34.6K	﹤0.01%	1245
2024 Q1	$7.14K	Hold	1,000	–	–	﹤0.01%	1120
2023 Q4	$6.15K	Sell	1,000 -1,000	-50%	-$5.51K	﹤0.01%	1136
2023 Q3	$10.3K	Buy	2,000 +1,000	+100%	+$5.94K	﹤0.01%	1116
2023 Q2	$5.65K	Hold	1,000	–	–	﹤0.01%	1039
2023 Q1	$7.21K	Hold	1,000	–	–	﹤0.01%	991
2022 Q4	$8.34K	Hold	1,000	–	–	﹤0.01%	926
2022 Q3	$8K	Hold	1,000	–	–	﹤0.01%	909
2022 Q2	$7K	Hold	1,000	–	–	﹤0.01%	957
2022 Q1	$13K	Hold	1,000	–	–	﹤0.01%	941
2021 Q4	$11K	Hold	1,000	–	–	﹤0.01%	918
2021 Q3	$11K	Hold	1,000	–	–	﹤0.01%	928
2021 Q2	$16K	Buy	+1,000	New	+$16.7K	﹤0.01%	733

Other funds holding AG

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

Clearstead Advisors's AG Position: Q1 2026 in Review

Clearstead Advisors sold out of First Majestic Silver (AG) in Q1 2026, closing a stake of 1,000 shares — an estimated $16.7K sold.

Clearstead Advisors first reported a position in AG in Q2 2021 and held it in 19 quarters. The position peaked at $73.7K in Q3 2025. 345 funds tracked by Wall St. Rank hold AG as of Q1 2026.

Clearstead Advisors reported no remaining First Majestic Silver position as of Q1 2026 after selling out during the quarter.
Clearstead Advisors sold 1,000 First Majestic Silver shares in Q1 2026, an estimated $16.7K.
Clearstead Advisors first reported a position in First Majestic Silver in Q2 2021 and held it in 19 quarters.
Clearstead Advisors's First Majestic Silver position peaked at $73.7K in Q3 2025.
345 funds tracked by Wall St. Rank held First Majestic Silver as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.