MFA
AG icon

Morling Financial Advisors’s First Majestic Silver AG Stock Holding History

Morling Financial 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 		$297K Buy
17,500
+5,000
+40% +$99.1K 0.08% 59
2026
Q1 		$269K Buy
+12,500
New +$288K 0.08% 63

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

Morling Financial Advisors's AG Position: Q2 2026 in Review

Morling Financial Advisors increased its First Majestic Silver (AG) stake by 40% in Q2 2026, buying an estimated $99.1K and bringing the position to 17,500 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #59.

Morling Financial Advisors first reported a position in AG in Q1 2026 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold AG as of Q2 2026.

  • Morling Financial Advisors held 17,500 shares of First Majestic Silver worth $297K as of Q2 2026.
  • Morling Financial Advisors bought 5,000 First Majestic Silver shares in Q2 2026, an estimated $99.1K.
  • First Majestic Silver made up 0.08% of Morling Financial Advisors's portfolio in Q2 2026, its #59 holding.
  • Morling Financial Advisors first reported a position in First Majestic Silver in Q1 2026 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.