SVB Wealth’s Alamos Gold AGI Stock Holding History

SVB Wealth’s Portfolio AGI Stock Details AGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,500	Closed	-$66.8K	–	461
2025 Q1	$66.8K	Buy	+2,500	New	+$56.4K	﹤0.01%	475

Other funds holding AGI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

SVB Wealth's AGI Position: Q2 2025 in Review

SVB Wealth sold out of Alamos Gold (AGI) in Q2 2025, closing a stake of 2,500 shares — an estimated $66.8K sold.

SVB Wealth first reported a position in AGI in Q1 2025 and held it in 1 quarter. The position peaked at $66.8K in Q1 2025. 405 funds tracked by Wall St. Rank hold AGI as of Q2 2025.

SVB Wealth reported no remaining Alamos Gold position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 2,500 Alamos Gold shares in Q2 2025, an estimated $66.8K.
SVB Wealth first reported a position in Alamos Gold in Q1 2025 and held it in 1 quarter.
SVB Wealth's Alamos Gold position peaked at $66.8K in Q1 2025.
405 funds tracked by Wall St. Rank held Alamos Gold as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.