IWC
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Integrated Wealth Concepts’s First Majestic Silver AG Stock Holding History

Integrated Wealth Concepts’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
Q1 		$218K Buy
+10,157
New +$234K ﹤0.01% 2060
2025
Q4 		– Sell
-13,436
Closed -$165K – 1615
2025
Q3 		$165K Buy
13,436
+3,120
+30% +$28.9K ﹤0.01% 1880
2025
Q2 		$85.3K Buy
+10,316
New +$69.4K ﹤0.01% 1842

Other funds holding AG

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AA
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Integrated Wealth Concepts's AG Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in First Majestic Silver (AG) in Q1 2026: 10,157 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #2060 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in AG as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in AG in Q2 2025 and has held it in 3 quarters since. 344 funds tracked by Wall St. Rank hold AG as of Q1 2026.

  • Integrated Wealth Concepts held 10,157 shares of First Majestic Silver worth $218K as of Q1 2026.
  • First Majestic Silver was a new Integrated Wealth Concepts position in Q1 2026.
  • First Majestic Silver made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2060 holding.
  • Integrated Wealth Concepts first reported a position in First Majestic Silver in Q2 2025 and has held it in 3 quarters since.
  • 344 funds tracked by Wall St. Rank held First Majestic Silver as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.