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Total Wealth Planning & Management’s First Majestic Silver AG Stock Holding History

Total Wealth Planning & Management’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
2025
Q2 		$113K Buy
10,000
+9,900
+9,900% +$66.6K 0.09% 202
2025
Q1 		$962 Sell
100
-200
-67% -$1.19K ﹤0.01% 199
2024
Q4 		$2.37K Buy
+300
New +$1.94K ﹤0.01% 201

Other funds holding AG

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
LI
Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
ODE
O'Domhnaill Enterprises Cody, Wyoming $125M AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Total Wealth Planning & Management's AG Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its First Majestic Silver (AG) stake by 5.8% in Q2 2026, selling an estimated $52.5K and leaving 43,002 shares worth $729K. The position accounts for 0.49% of the portfolio, ranked #62.

Total Wealth Planning & Management first reported a position in AG in Q4 2024 and has held it in 6 quarters since. The position peaked at $981K in Q1 2026. 88 funds tracked by Wall St. Rank hold AG as of Q2 2026.

  • Total Wealth Planning & Management held 43,002 shares of First Majestic Silver worth $729K as of Q2 2026.
  • Total Wealth Planning & Management sold 2,650 First Majestic Silver shares in Q2 2026, an estimated $52.5K.
  • First Majestic Silver made up 0.49% of Total Wealth Planning & Management's portfolio in Q2 2026, its #62 holding.
  • Total Wealth Planning & Management first reported a position in First Majestic Silver in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's First Majestic Silver position peaked at $981K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held First Majestic Silver as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.