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BFC Planning, Inc.’s First Majestic Silver AG Stock Holding History

BFC Planning, Inc.’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 		$42.4K Buy
2,500
+300
+14% +$5.94K ﹤0.01% 1642
2026
Q1 		$47.3K Hold
2,200
– – ﹤0.01% 1358
2025
Q4 		$36.7K Buy
2,200
+200
+10% +$2.78K ﹤0.01% 1494
2025
Q3 		$24.6K Sell
2,000
-101
-5% -$936 ﹤0.01% 1476
2025
Q2 		$17.4K Hold
2,101
– – ﹤0.01% 1552
2025
Q1 		$14.1K Hold
2,101
– – ﹤0.01% 1619
2024
Q4 		$11.5K Buy
+2,101
New +$13.6K ﹤0.01% 1701

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

BFC Planning, Inc.'s AG Position: Q2 2026 in Review

BFC Planning, Inc. increased its First Majestic Silver (AG) stake by 14% in Q2 2026, buying an estimated $5.94K and bringing the position to 2,500 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

BFC Planning, Inc. first reported a position in AG in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.3K in Q1 2026. 350 funds tracked by Wall St. Rank hold AG as of Q2 2026.

  • BFC Planning, Inc. held 2,500 shares of First Majestic Silver worth $42.4K as of Q2 2026.
  • BFC Planning, Inc. bought 300 First Majestic Silver shares in Q2 2026, an estimated $5.94K.
  • First Majestic Silver made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1642 holding.
  • BFC Planning, Inc. first reported a position in First Majestic Silver in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s First Majestic Silver position peaked at $47.3K in Q1 2026.
  • 350 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.