Creative Planning’s First Majestic Silver AG Stock Holding History

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

Creative Planning's AG Position: Q2 2026 in Review

Creative Planning increased its First Majestic Silver (AG) stake by 24% in Q2 2026, buying an estimated $154K and bringing the position to 39,508 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #2961.

Creative Planning first reported a position in AG in Q2 2013 and has held it in 45 quarters since. The position peaked at $682K in Q1 2026. 349 funds tracked by Wall St. Rank hold AG as of Q2 2026.

  • Creative Planning held 39,508 shares of First Majestic Silver worth $670K as of Q2 2026.
  • Creative Planning bought 7,765 First Majestic Silver shares in Q2 2026, an estimated $154K.
  • First Majestic Silver made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2961 holding.
  • Creative Planning first reported a position in First Majestic Silver in Q2 2013 and has held it in 45 quarters since.
  • Creative Planning's First Majestic Silver position peaked at $682K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.