Mark Sheptoff Financial Planning’s Alamos Gold AGI Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AGI Stock Details AGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-400	Closed	-$13.9K	–	508
2025 Q3	$13.9K	Buy	+400	New	+$11.4K	0.01%	313
2025 Q2	–	Sell	-700	Closed	-$18.7K	–	513
2025 Q1	$18.7K	Buy	700 +200	+40%	+$4.51K	0.01%	252
2024 Q4	$9.22K	Hold	500	–	–	﹤0.01%	324
2024 Q3	$9.97K	Hold	500	–	–	0.01%	308
2024 Q2	$7.84K	Buy	+500	New	+$7.83K	﹤0.01%	340
2024 Q1	–	Sell	-16,001	Closed	-$216K	–	403
2023 Q4	$216K	Buy	+16,001	New	+$209K	0.13%	87

Other funds holding AGI

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mark Sheptoff Financial Planning's AGI Position: Q4 2025 in Review

Mark Sheptoff Financial Planning sold out of Alamos Gold (AGI) in Q4 2025, closing a stake of 400 shares — an estimated $13.9K sold.

Mark Sheptoff Financial Planning first reported a position in AGI in Q4 2023 and held it in 6 quarters. The position peaked at $216K in Q4 2023. 452 funds tracked by Wall St. Rank hold AGI as of Q4 2025.

Mark Sheptoff Financial Planning reported no remaining Alamos Gold position as of Q4 2025 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 400 Alamos Gold shares in Q4 2025, an estimated $13.9K.
Mark Sheptoff Financial Planning first reported a position in Alamos Gold in Q4 2023 and held it in 6 quarters.
Mark Sheptoff Financial Planning's Alamos Gold position peaked at $216K in Q4 2023.
452 funds tracked by Wall St. Rank held Alamos Gold as of Q4 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2025, filed 12 Feb 2026.