Creative Planning’s First Majestic Silver AG Stock Holding History

Creative Planning’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
2021 Q2	–	Sell	-21,500	Closed	-$79K	–	2064
2021 Q1	$79K	Buy	+21,500	New	+$345K	﹤0.01%	2289

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 Planning's AG Position: Q1 2026 in Review

Creative Planning increased its First Majestic Silver (AG) stake by 23% in Q1 2026, buying an estimated $136K and bringing the position to 31,743 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #2777.

Creative Planning first reported a position in AG in Q2 2013 and has held it in 44 quarters since. 344 funds tracked by Wall St. Rank hold AG as of Q1 2026.

Creative Planning held 31,743 shares of First Majestic Silver worth $682K as of Q1 2026.
Creative Planning bought 5,910 First Majestic Silver shares in Q1 2026, an estimated $136K.
First Majestic Silver made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2777 holding.
Creative Planning first reported a position in First Majestic Silver in Q2 2013 and has held it in 44 quarters since.
344 funds tracked by Wall St. Rank held First Majestic Silver as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.