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Strategic Financial Concepts’s First Majestic Silver AG Stock Holding History

Strategic Financial Concepts’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 		– Sell
-10,111
Closed -$168K – 299
2025
Q4 		$168K Buy
+10,111
New +$140K 0.15% 124

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

Strategic Financial Concepts's AG Position: Q1 2026 in Review

Strategic Financial Concepts sold out of First Majestic Silver (AG) in Q1 2026, closing a stake of 10,111 shares — an estimated $168K sold.

Strategic Financial Concepts first reported a position in AG in Q4 2025 and held it in 1 quarter. The position peaked at $168K in Q4 2025. 344 funds tracked by Wall St. Rank hold AG as of Q1 2026.

  • Strategic Financial Concepts reported no remaining First Majestic Silver position as of Q1 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 10,111 First Majestic Silver shares in Q1 2026, an estimated $168K.
  • Strategic Financial Concepts first reported a position in First Majestic Silver in Q4 2025 and held it in 1 quarter.
  • Strategic Financial Concepts's First Majestic Silver position peaked at $168K in Q4 2025.
  • 344 funds tracked by Wall St. Rank held First Majestic Silver as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.