Essential Partners
AG icon

Essential Partners’s First Majestic Silver AG Stock Holding History

Essential Partners’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
Q3 		– Sell
-17
Closed -$288 – 2857
2026
Q2 		$288 Hold
17
– – ﹤0.01% 2573
2026
Q1 		$365 Hold
17
– – ﹤0.01% 2518
2025
Q4 		$283 Hold
17
– – ﹤0.01% 2355
2025
Q3 		$209 Hold
17
– – ﹤0.01% 2393
2025
Q2 		$141 Buy
+17
New +$114 ﹤0.01% 2016

Other funds holding AG

Realta Investment Advisors
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Essential Partners's AG Position: Q3 2026 in Review

Essential Partners sold out of First Majestic Silver (AG) in Q3 2026, closing a stake of 17 shares — an estimated $288 sold.

Essential Partners first reported a position in AG in Q2 2025 and held it in 5 quarters. The position peaked at $365 in Q1 2026. 52 funds tracked by Wall St. Rank hold AG as of Q3 2026.

  • Essential Partners reported no remaining First Majestic Silver position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 17 First Majestic Silver shares in Q3 2026, an estimated $288.
  • Essential Partners first reported a position in First Majestic Silver in Q2 2025 and held it in 5 quarters.
  • Essential Partners's First Majestic Silver position peaked at $365 in Q1 2026.
  • 52 funds tracked by Wall St. Rank held First Majestic Silver as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.