SFS
AG icon

Sunrise Financial Services’s First Majestic Silver AG Stock Holding History

Sunrise Financial Services’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 		$509 Sell
30
-144
-83% -$2.85K ﹤0.01% 541
2026
Q1 		$3.74K Buy
+174
New +$4.01K ﹤0.01% 310

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

Sunrise Financial Services's AG Position: Q2 2026 in Review

Sunrise Financial Services reduced its First Majestic Silver (AG) stake by 83% in Q2 2026, selling an estimated $2.85K and leaving 30 shares worth $509. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Sunrise Financial Services first reported a position in AG in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.74K in Q1 2026. 348 funds tracked by Wall St. Rank hold AG as of Q2 2026.

  • Sunrise Financial Services held 30 shares of First Majestic Silver worth $509 as of Q2 2026.
  • Sunrise Financial Services sold 144 First Majestic Silver shares in Q2 2026, an estimated $2.85K.
  • First Majestic Silver made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #541 holding.
  • Sunrise Financial Services first reported a position in First Majestic Silver in Q1 2026 and has held it in 2 quarters since.
  • Sunrise Financial Services's First Majestic Silver position peaked at $3.74K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.