IWC
AG icon

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
Q2 		$203K Buy
11,995
+1,838
+18% +$36.4K ﹤0.01% 2219
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 $164B AUM 112.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
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
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
AA
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
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Integrated Wealth Concepts's AG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its First Majestic Silver (AG) stake by 18% in Q2 2026, buying an estimated $36.4K and bringing the position to 11,995 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Integrated Wealth Concepts first reported a position in AG in Q2 2025 and has held it in 4 quarters since. The position peaked at $218K in Q1 2026. 349 funds tracked by Wall St. Rank hold AG as of Q2 2026.

  • Integrated Wealth Concepts held 11,995 shares of First Majestic Silver worth $203K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,838 First Majestic Silver shares in Q2 2026, an estimated $36.4K.
  • First Majestic Silver made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2219 holding.
  • Integrated Wealth Concepts first reported a position in First Majestic Silver in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's First Majestic Silver position peaked at $218K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.