Summit Securities Group’s First Majestic Silver AG Stock Holding History

Summit Securities Group’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	-13,000	Closed	-$217K	–	1028
2025 Q4	$217K	Sell	13,000 -87,000	-87%	-$1.21M	0.03%	317
2025 Q3	$1.23M	Hold	100,000	–	–	0.25%	88
2025 Q2	$827K	Hold	100,000	–	–	0.16%	109
2025 Q1	$669K	Hold	100,000	–	–	0.1%	86
2024 Q4	$549K	Hold	100,000	–	–	0.11%	131
2024 Q3	$600K	Hold	100,000	–	–	0.16%	88
2024 Q2	$592K	Buy	+100,000	New	+$693K	0.11%	92

Other funds holding AG

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Summit Securities Group's AG Position: Q2 2025 in Review

Summit Securities Group sold out of First Majestic Silver (AG) in Q2 2025, closing a stake of 4,180 shares — an estimated $28.1K sold.

Summit Securities Group first reported a position in AG in Q2 2015 and held it in 2 quarters. The position peaked at $28K in Q1 2025. 258 funds tracked by Wall St. Rank hold AG as of Q2 2025.

Summit Securities Group reported no remaining First Majestic Silver position as of Q2 2025 after selling out during the quarter.
Summit Securities Group sold 4,180 First Majestic Silver shares in Q2 2025, an estimated $28.1K.
Summit Securities Group first reported a position in First Majestic Silver in Q2 2015 and held it in 2 quarters.
Summit Securities Group's First Majestic Silver position peaked at $28K in Q1 2025.
258 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.