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 Q2	$138K	Sell	8,126 -8,728	-52%	-$173K	0.01%	702
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 $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

JAM

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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 Malvern, Pennsylvania $454B AUM

Creative Financial Designs's AG Position: Q2 2026 in Review

Creative Financial Designs reduced its First Majestic Silver (AG) stake by 52% in Q2 2026, selling an estimated $173K and leaving 8,126 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #702.

Creative Financial Designs first reported a position in AG in Q1 2017 and has held it in 12 quarters since. The position peaked at $422K in Q4 2025. 349 funds tracked by Wall St. Rank hold AG as of Q2 2026.

Creative Financial Designs held 8,126 shares of First Majestic Silver worth $138K as of Q2 2026.
Creative Financial Designs sold 8,728 First Majestic Silver shares in Q2 2026, an estimated $173K.
First Majestic Silver made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #702 holding.
Creative Financial Designs first reported a position in First Majestic Silver in Q1 2017 and has held it in 12 quarters since.
Creative Financial Designs's First Majestic Silver position peaked at $422K in Q4 2025.
349 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.