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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 		$1.17M Buy
+68,700
New +$1.36M ﹤0.01% 3490
2024
Q1 		– Sell
-962,200
Closed -$5.92M – 2997
2023
Q4 		$5.92M Buy
962,200
+80,100
+9% +$441K 0.01% 899
2023
Q3 		$4.53M Buy
+882,100
New +$5.24M 0.01% 955
2022
Q1 		– Sell
-49,400
Closed -$549K – 2594
2021
Q4 		$549K Sell
49,400
-48,900
-50% -$590K ﹤0.01% 3158
2021
Q3 		$1.11M Buy
+98,300
New +$1.27M ﹤0.01% 2523
2021
Q2 		– Sell
-49,600
Closed -$773K – 3975
2021
Q1 		$773K Buy
+49,600
New +$795K ﹤0.01% 2546
2020
Q2 		– Sell
-84,900
Closed -$526K – 2896
2020
Q1 		$526K Buy
84,900
+11,700
+16% +$105K ﹤0.01% 1893
2019
Q4 		$897K Sell
73,200
-51,200
-41% -$538K ﹤0.01% 2285
2019
Q3 		$1.13M Buy
124,400
+112,400
+937% +$1.1M ﹤0.01% 1877
2019
Q2 		$95K Buy
+12,000
New +$75.9K ﹤0.01% 3206
2017
Q3 		– Sell
-105,500
Closed -$877K – 2699
2017
Q2 		$877K Buy
105,500
+26,300
+33% +$221K ﹤0.01% 1981
2017
Q1 		$643K Sell
79,200
-30,800
-28% -$275K ﹤0.01% 2182
2016
Q4 		$839K Sell
110,000
-214,800
-66% -$1.79M ﹤0.01% 2132
2016
Q3 		$3.35M Buy
+324,800
New +$4.76M 0.01% 1133

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 40.91% 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

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.