Creative Financial Designs’s First Majestic Silver AG Stock Holding History

Creative Financial Designs’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	$362K	Sell	16,854 -8,468	-33%	-$195K	0.02%	400
2025 Q4	$422K	Buy	25,322 +17,552	+226%	+$244K	0.03%	348
2025 Q3	$95.5K	Buy	+7,770	New	+$72K	0.01%	659
2022 Q1	–	Sell	-1,025	Closed	-$12K	–	1246
2021 Q4	$11K	Buy	+1,025	New	+$12.4K	﹤0.01%	872
2018 Q4	–	Sell	-850	Closed	-$5K	–	581
2018 Q3	$5K	Hold	850	–	–	﹤0.01%	518
2018 Q2	$6K	Hold	850	–	–	﹤0.01%	519
2018 Q1	$5K	Hold	850	–	–	﹤0.01%	493
2017 Q4	$6K	Hold	850	–	–	﹤0.01%	470
2017 Q3	$6K	Sell	850 -1,000	-54%	-$7.17K	﹤0.01%	464
2017 Q2	$15K	Buy	1,850 +1,000	+118%	+$8.41K	0.01%	354
2017 Q1	$7K	Buy	+850	New	+$7.58K	0.01%	436

Other funds holding AG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Creative Financial Designs's AG Position: Q1 2026 in Review

Creative Financial Designs reduced its First Majestic Silver (AG) stake by 33% in Q1 2026, selling an estimated $195K and leaving 16,854 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #400.

Creative Financial Designs first reported a position in AG in Q1 2017 and has held it in 11 quarters since. The position peaked at $422K in Q4 2025. 344 funds tracked by Wall St. Rank hold AG as of Q1 2026.

Creative Financial Designs held 16,854 shares of First Majestic Silver worth $362K as of Q1 2026.
Creative Financial Designs sold 8,468 First Majestic Silver shares in Q1 2026, an estimated $195K.
First Majestic Silver made up 0.02% of Creative Financial Designs's portfolio in Q1 2026, its #400 holding.
Creative Financial Designs first reported a position in First Majestic Silver in Q1 2017 and has held it in 11 quarters since.
Creative Financial Designs's First Majestic Silver position peaked at $422K in Q4 2025.
344 funds tracked by Wall St. Rank held First Majestic Silver as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.