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Mark Sheptoff Financial Planning’s First Majestic Silver AG Stock Holding History

Mark Sheptoff Financial Planning’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 		$11K Hold
575
– – 0.01% 333
2025
Q4 		$9.58K Buy
+575
New +$7.99K ﹤0.01% 354

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

Mark Sheptoff Financial Planning's AG Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its First Majestic Silver (AG) position steady in Q1 2026 at 575 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #333.

Mark Sheptoff Financial Planning first reported a position in AG in Q4 2025 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold AG as of Q1 2026.

  • Mark Sheptoff Financial Planning held 575 shares of First Majestic Silver worth $11K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its First Majestic Silver share count unchanged in Q1 2026.
  • First Majestic Silver made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #333 holding.
  • Mark Sheptoff Financial Planning first reported a position in First Majestic Silver in Q4 2025 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held First Majestic Silver as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.