Kingswood Wealth Advisors’s First Majestic Silver AG Stock Holding History

Kingswood Wealth Advisors’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
2025 Q3	–	Sell	-15,000	Closed	-$124K	–	791
2025 Q2	$124K	Hold	15,000	–	–	0.01%	728
2025 Q1	$100K	Hold	15,000	–	–	0.01%	707
2024 Q4	$82.3K	Buy	+15,000	New	+$96.8K	0.01%	761
2024 Q3	–	Sell	-15,000	Closed	-$88.8K	–	664
2024 Q2	$88.8K	Sell	15,000 -1,532	-9%	-$10.6K	0.01%	644
2024 Q1	$97.2K	Hold	16,532	–	–	0.01%	600
2023 Q4	$102K	Buy	16,532 +1,532	+10%	+$8.44K	0.01%	614
2023 Q3	$77K	Buy	+15,000	New	+$89.1K	0.01%	401

Other funds holding AG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Kingswood Wealth Advisors's AG Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of First Majestic Silver (AG) in Q3 2025, closing a stake of 15,000 shares — an estimated $124K sold.

Kingswood Wealth Advisors first reported a position in AG in Q3 2023 and held it in 7 quarters. The position peaked at $124K in Q2 2025. 271 funds tracked by Wall St. Rank hold AG as of Q3 2025.

Kingswood Wealth Advisors reported no remaining First Majestic Silver position as of Q3 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 15,000 First Majestic Silver shares in Q3 2025, an estimated $124K.
Kingswood Wealth Advisors first reported a position in First Majestic Silver in Q3 2023 and held it in 7 quarters.
Kingswood Wealth Advisors's First Majestic Silver position peaked at $124K in Q2 2025.
271 funds tracked by Wall St. Rank held First Majestic Silver as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.