John Overdeck’s First Majestic Silver AG Stock Holding History

John Overdeck’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	$1.21M	Buy	71,500 +58,500	+450%	+$1.16M	﹤0.01%	3459
2026 Q1	$279K	Buy	+13,000	New	+$300K	﹤0.01%	4119
2022 Q1	–	Sell	-38,100	Closed	-$423K	–	2592
2021 Q4	$423K	Sell	38,100 -57,500	-60%	-$694K	﹤0.01%	3402
2021 Q3	$1.08M	Buy	+95,600	New	+$1.23M	﹤0.01%	2550
2021 Q2	–	Sell	-41,100	Closed	-$640K	–	3974
2021 Q1	$640K	Buy	+41,100	New	+$659K	﹤0.01%	2694
2020 Q3	–	Sell	-16,800	Closed	-$167K	–	3036
2020 Q2	$167K	Sell	16,800 -99,500	-86%	-$843K	﹤0.01%	2695
2020 Q1	$720K	Buy	116,300 +76,600	+193%	+$685K	0.01%	1677
2019 Q4	$487K	Sell	39,700 -76,400	-66%	-$803K	﹤0.01%	2821
2019 Q3	$1.05M	Buy	+116,100	New	+$1.13M	﹤0.01%	1947
2017 Q3	–	Sell	-98,600	Closed	-$819K	–	2698
2017 Q2	$819K	Buy	98,600 +3,300	+3%	+$27.8K	﹤0.01%	2023
2017 Q1	$774K	Buy	95,300 +20,100	+27%	+$179K	﹤0.01%	2077
2016 Q4	$574K	Sell	75,200 -185,300	-71%	-$1.55M	﹤0.01%	2421
2016 Q3	$2.68M	Buy	+260,500	New	+$3.81M	0.01%	1256

Other funds holding AG

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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 Malvern, Pennsylvania $454B AUM

John Overdeck's AG Position: Q2 2026 in Review

John Overdeck increased its First Majestic Silver (AG) stake by 132% in Q2 2026, buying an estimated $22.2M and bringing the position to 1,973,532 shares worth $33.5M. The position accounts for 0.02% of the portfolio, ranked #742.

John Overdeck first reported a position in AG in Q4 2014 and has held it in 22 quarters since. The position peaked at $53.2M in Q1 2025. 348 funds tracked by Wall St. Rank hold AG as of Q2 2026.

John Overdeck held 1,973,532 shares of First Majestic Silver worth $33.5M as of Q2 2026.
John Overdeck bought 1,121,284 First Majestic Silver shares in Q2 2026, an estimated $22.2M.
First Majestic Silver made up 0.02% of John Overdeck's portfolio in Q2 2026, its #742 holding.
John Overdeck first reported a position in First Majestic Silver in Q4 2014 and has held it in 22 quarters since.
John Overdeck's First Majestic Silver position peaked at $53.2M in Q1 2025.
348 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.