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Moneta Group Investment Advisors’s First Majestic Silver AG Stock Holding History

Moneta Group Investment 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
2026
Q2 		$774K Sell
45,639
-17,600
-28% -$349K 0.01% 455
2026
Q1 		$1.36M Buy
63,239
+18,275
+41% +$421K 0.01% 321
2025
Q4 		$749K Buy
44,964
+3,429
+8% +$47.6K 0.01% 414
2025
Q3 		$510K Hold
41,535
– – ﹤0.01% 488
2025
Q2 		$343K Hold
41,535
– – ﹤0.01% 527
2025
Q1 		$278K Buy
41,535
+188
+0.5% +$1.12K ﹤0.01% 543
2024
Q4 		$227K Hold
41,347
– – ﹤0.01% 600
2024
Q3 		$248K Buy
41,347
+11,128
+37% +$64.5K ﹤0.01% 568
2024
Q2 		$245K Sell
30,219
-362
-1% -$2.51K ﹤0.01% 534
2024
Q1 		$243K Sell
30,581
-10,766
-26% -$54K ﹤0.01% 534
2023
Q4 		$254K Sell
41,347
-40,241
-49% -$222K 0.01% 480
2023
Q3 		$419K Buy
81,588
+25,973
+47% +$154K 0.01% 352
2023
Q2 		$417K Sell
55,615
-12,612
-18% -$80.8K 0.01% 362
2023
Q1 		$492K Buy
68,227
+20,546
+43% +$151K 0.01% 323
2022
Q4 		$398K Buy
47,681
+2,930
+7% +$25.6K 0.01% 329
2022
Q3 		$341K Sell
44,751
-10,681
-19% -$79.7K 0.01% 331
2022
Q2 		$398K Buy
55,432
+14,551
+36% +$142K 0.01% 333
2022
Q1 		$538K Buy
40,881
+9,040
+28% +$106K 0.02% 283
2021
Q4 		$448K Sell
31,841
-5,681
-15% -$68.5K 0.02% 313
2021
Q3 		$424K Buy
+37,522
New +$484K 0.02% 305
2018
Q2 		– Sell
-579
Closed -$4K – 390
2018
Q1 		$4K Buy
+579
New +$3.56K ﹤0.01% 523

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

Moneta Group Investment Advisors's AG Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its First Majestic Silver (AG) stake by 28% in Q2 2026, selling an estimated $349K and leaving 45,639 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #455.

Moneta Group Investment Advisors first reported a position in AG in Q1 2018 and has held it in 21 quarters since. The position peaked at $1.36M in Q1 2026. 348 funds tracked by Wall St. Rank hold AG as of Q2 2026.

  • Moneta Group Investment Advisors held 45,639 shares of First Majestic Silver worth $774K as of Q2 2026.
  • Moneta Group Investment Advisors sold 17,600 First Majestic Silver shares in Q2 2026, an estimated $349K.
  • First Majestic Silver made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #455 holding.
  • Moneta Group Investment Advisors first reported a position in First Majestic Silver in Q1 2018 and has held it in 21 quarters since.
  • Moneta Group Investment Advisors's First Majestic Silver position peaked at $1.36M in Q1 2026.
  • 348 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.