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Cypress Wealth Services’s First Majestic Silver AG Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-29,153
Closed -$270K – 294
2020
Q3 		$270K Buy
+29,153
New +$339K 0.07% 206

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SI
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RIA
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LI
Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cypress Wealth Services's AG Position: Q2 2026 in Review

Cypress Wealth Services reduced its First Majestic Silver (AG) stake by 4.7% in Q2 2026, selling an estimated $9.91K and leaving 10,034 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #414.

Cypress Wealth Services first reported a position in AG in Q4 2017 and has held it in 34 quarters since. The position peaked at $391K in Q1 2021. 76 funds tracked by Wall St. Rank hold AG as of Q2 2026.

  • Cypress Wealth Services held 10,034 shares of First Majestic Silver worth $170K as of Q2 2026.
  • Cypress Wealth Services sold 500 First Majestic Silver shares in Q2 2026, an estimated $9.91K.
  • First Majestic Silver made up 0.02% of Cypress Wealth Services's portfolio in Q2 2026, its #414 holding.
  • Cypress Wealth Services first reported a position in First Majestic Silver in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's First Majestic Silver position peaked at $391K in Q1 2021.
  • 76 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.